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 | $527,841 | +14.8% | 7,715 | +18.2% | 0.10% | +25.9% |
| Q2 2023 | $459,960 | +4.9% | 6,526 | -4.9% | 0.08% | -6.9% |
| Q1 2023 | $438,483 | +0.4% | 6,863 | -8.1% | 0.09% | -6.5% |
| Q4 2022 | $436,761 | -49.3% | 7,466 | -49.9% | 0.09% | -44.6% |
| Q3 2022 | $862,000 | +59.6% | 14,894 | +66.6% | 0.17% | +211.1% |
| Q2 2022 | $540,000 | -19.4% | 8,942 | +1.9% | 0.05% | -6.9% |
| Q1 2022 | $670,000 | -17.0% | 8,774 | -9.0% | 0.06% | -10.8% |
| Q4 2021 | $807,000 | +54.0% | 9,640 | +36.1% | 0.06% | +41.3% |
| Q3 2021 | $524,000 | -99.6% | 7,083 | +852.0% | 0.05% | +48.4% |
| Q2 2019 | $133,354,000 | +74818.0% | 744 | -35.4% | 0.03% | -54.4% |
| Q1 2018 | $178,000 | – | 1,151 | – | 0.07% | – |
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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% |