ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,236 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $871,335 | -4.5% | 12,735 | -1.7% | 0.10% | -2.9% |
| Q2 2023 | $912,723 | +11.5% | 12,950 | +1.1% | 0.10% | +9.5% |
| Q1 2023 | $818,774 | +9.3% | 12,815 | +0.0% | 0.10% | +9.2% |
| Q4 2022 | $749,310 | +8.0% | 12,809 | +6.7% | 0.09% | -1.1% |
| Q3 2022 | $694,000 | -10.7% | 12,004 | -6.8% | 0.09% | -6.4% |
| Q2 2022 | $777,000 | -21.0% | 12,880 | +0.0% | 0.09% | -12.1% |
| Q1 2022 | $983,000 | -11.1% | 12,876 | -2.6% | 0.11% | -3.6% |
| Q4 2021 | $1,106,000 | +11.2% | 13,223 | -1.8% | 0.11% | -43.9% |
| Q3 2021 | $995,000 | +8.3% | 13,468 | +6.6% | 0.20% | +8.8% |
| Q2 2021 | $919,000 | +8.9% | 12,632 | -2.6% | 0.18% | +2.8% |
| Q1 2021 | $844,000 | +2.1% | 12,965 | +0.0% | 0.18% | -4.3% |
| Q4 2020 | $827,000 | +6.3% | 12,961 | +284.8% | 0.18% | -5.1% |
| Q3 2020 | $778,000 | +5.4% | 3,368 | -5.3% | 0.20% | -2.0% |
| Q2 2020 | $738,000 | +23.6% | 3,556 | -1.7% | 0.20% | +7.6% |
| Q1 2020 | $597,000 | -19.9% | 3,617 | -6.0% | 0.18% | -3.6% |
| Q4 2019 | $745,000 | +14.6% | 3,846 | +6.6% | 0.19% | +4.9% |
| Q3 2019 | $650,000 | – | 3,608 | – | 0.18% | – |
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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% |