ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $682,284 | -45.6% | 9,972 | -44.0% | 0.02% | -34.8% |
| Q2 2023 | $1,254,161 | -29.0% | 17,795 | -35.7% | 0.02% | -8.0% |
| Q1 2023 | $1,767,583 | -18.9% | 27,666 | -25.7% | 0.02% | -13.8% |
| Q4 2022 | $2,179,610 | -2.0% | 37,258 | -3.1% | 0.03% | -9.4% |
| Q3 2022 | $2,225,000 | +34.0% | 38,454 | +39.7% | 0.03% | +23.1% |
| Q2 2022 | $1,661,000 | -22.1% | 27,526 | -1.4% | 0.03% | -10.3% |
| Q1 2022 | $2,133,000 | -8.7% | 27,926 | +0.0% | 0.03% | -23.7% |
| Q4 2021 | $2,336,000 | +11.7% | 27,925 | -1.3% | 0.04% | +40.7% |
| Q3 2021 | $2,092,000 | -19.3% | 28,303 | -20.6% | 0.03% | -18.2% |
| Q2 2021 | $2,591,000 | +11.4% | 35,628 | -0.3% | 0.03% | +3.1% |
| Q1 2021 | $2,326,000 | -1.0% | 35,727 | -3.0% | 0.03% | -5.9% |
| Q4 2020 | $2,350,000 | +8.0% | 36,840 | +291.3% | 0.03% | -5.6% |
| Q3 2020 | $2,176,000 | +10.6% | 9,415 | -0.8% | 0.04% | -2.7% |
| Q2 2020 | $1,968,000 | +5863.6% | 9,488 | +4644.0% | 0.04% | +3600.0% |
| Q1 2020 | $33,000 | -98.3% | 200 | -98.0% | 0.00% | -97.1% |
| Q4 2019 | $1,890,000 | -22.4% | 9,758 | -27.9% | 0.03% | -30.6% |
| Q3 2019 | $2,437,000 | -0.0% | 13,538 | -0.5% | 0.05% | -40.2% |
| Q2 2019 | $2,438,000 | – | 13,603 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 175,092 | $13,149 | 4.80% |
| Dentgroup LLC | 19,780 | $1,485,509 | 1.32% |
| Baron Wealth Management LLC | 31,276 | $2,348,865 | 1.29% |
| First Financial Bank - Trust Division | 105,221 | $7,902,191 | 0.80% |
| Bromfield Sneider Wealth Advisors | 15,274 | $1,147,109 | 0.78% |
| Montecito Bank & Trust | 26,289 | $1,974,304 | 0.42% |
| WealthPLAN Partners, LLC | 52,713 | $3,958,764 | 0.41% |
| Riverwater Partners LLC | 2,750 | $206,525 | 0.16% |
| High Net Worth Advisory Group LLC | 4,000 | $300,400 | 0.11% |
| Founders Capital Management | 1,389 | $104,314 | 0.08% |