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 | $335,943 | -2.9% | 4,910 | 0.0% | 0.24% | +3.5% |
| Q2 2023 | $346,057 | +13.2% | 4,910 | +2.6% | 0.23% | +8.5% |
| Q1 2023 | $305,714 | +9.2% | 4,785 | 0.0% | 0.21% | +7.0% |
| Q4 2022 | $279,922 | +1.1% | 4,785 | 0.0% | 0.20% | -10.0% |
| Q3 2022 | $277,000 | -4.2% | 4,785 | 0.0% | 0.22% | +3.8% |
| Q2 2022 | $289,000 | -35.6% | 4,785 | -18.7% | 0.21% | -18.7% |
| Q1 2022 | $449,000 | -8.7% | 5,885 | 0.0% | 0.26% | +2.3% |
| Q4 2021 | $492,000 | +4.2% | 5,885 | -7.8% | 0.26% | -5.9% |
| Q3 2021 | $472,000 | +5.4% | 6,385 | +3.6% | 0.27% | +7.5% |
| Q2 2021 | $448,000 | +20.1% | 6,165 | +7.6% | 0.25% | +5.0% |
| Q1 2021 | $373,000 | +5.7% | 5,730 | +3.6% | 0.24% | -5.9% |
| Q4 2020 | $353,000 | +13.1% | 5,530 | +309.6% | 0.26% | -10.2% |
| Q3 2020 | $312,000 | +11.4% | 1,350 | 0.0% | 0.28% | -7.5% |
| Q2 2020 | $280,000 | +25.6% | 1,350 | 0.0% | 0.31% | +9.6% |
| Q1 2020 | $223,000 | -34.2% | 1,350 | -22.8% | 0.28% | 0.0% |
| Q4 2019 | $339,000 | +7.6% | 1,749 | 0.0% | 0.28% | -6.6% |
| Q3 2019 | $315,000 | +0.6% | 1,749 | 0.0% | 0.30% | -0.3% |
| Q2 2019 | $313,000 | +4.0% | 1,749 | 0.0% | 0.30% | -2.6% |
| Q1 2019 | $301,000 | +14.0% | 1,749 | 0.0% | 0.31% | -5.2% |
| Q4 2018 | $264,000 | – | 1,749 | – | 0.33% | – |
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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% |