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 | $479,367 | -3.5% | 7,006 | -0.0% | 0.15% | -1.3% |
| Q2 2023 | $496,674 | +9.5% | 7,007 | +0.2% | 0.15% | +14.3% |
| Q1 2023 | $453,603 | +15.7% | 6,996 | +4.4% | 0.13% | +7.3% |
| Q4 2022 | $392,126 | +34.8% | 6,703 | +33.2% | 0.12% | +22.8% |
| Q3 2022 | $291,000 | +102.1% | 5,033 | +110.8% | 0.10% | +106.1% |
| Q2 2022 | $144,000 | +30.9% | 2,388 | +66.2% | 0.05% | +40.0% |
| Q1 2022 | $110,000 | – | 1,437 | – | 0.04% | – |
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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% |