ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 996 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,271,928 | -2.9% | 18,590 | 0.0% | 0.30% | -1.3% |
Q2 2023 | $1,310,223 | +10.3% | 18,590 | 0.0% | 0.30% | +22.5% |
Q1 2023 | $1,187,715 | +9.2% | 18,590 | 0.0% | 0.24% | +2.5% |
Q4 2022 | $1,087,515 | +2.7% | 18,590 | +1.5% | 0.24% | -23.2% |
Q3 2022 | $1,059,000 | +90.8% | 18,309 | +99.0% | 0.31% | +100.0% |
Q2 2022 | $555,000 | -20.4% | 9,201 | +0.8% | 0.16% | -12.9% |
Q1 2022 | $697,000 | -8.0% | 9,124 | +0.7% | 0.18% | -1.7% |
Q4 2021 | $758,000 | +13.1% | 9,060 | 0.0% | 0.18% | +4.6% |
Q3 2021 | $670,000 | +3.1% | 9,060 | +1.3% | 0.17% | +3.0% |
Q2 2021 | $650,000 | +11.7% | 8,944 | 0.0% | 0.17% | +18.3% |
Q1 2021 | $582,000 | +1.9% | 8,944 | 0.0% | 0.14% | -10.7% |
Q4 2020 | $571,000 | +10.4% | 8,944 | +300.0% | 0.16% | -8.1% |
Q3 2020 | $517,000 | +11.4% | 2,236 | 0.0% | 0.17% | +8.8% |
Q2 2020 | $464,000 | +25.7% | 2,236 | 0.0% | 0.16% | +17.8% |
Q1 2020 | $369,000 | +61.8% | 2,236 | +90.1% | 0.14% | +98.5% |
Q4 2019 | $228,000 | +7.5% | 1,176 | 0.0% | 0.07% | +3.0% |
Q3 2019 | $212,000 | +0.5% | 1,176 | 0.0% | 0.07% | -10.8% |
Q2 2019 | $211,000 | -41.1% | 1,176 | -43.4% | 0.07% | -45.2% |
Q1 2019 | $358,000 | +65.0% | 2,076 | +44.4% | 0.14% | +43.6% |
Q4 2018 | $217,000 | – | 1,438 | – | 0.09% | – |
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% |