ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,188 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,358,574 | -2.9% | 34,472 | 0.0% | 0.41% | -3.1% |
| Q2 2023 | $2,429,587 | +10.3% | 34,472 | 0.0% | 0.42% | +1.2% |
| Q1 2023 | $2,202,416 | +9.2% | 34,472 | 0.0% | 0.41% | +3.0% |
| Q4 2022 | $2,016,612 | +1.1% | 34,472 | 0.0% | 0.40% | -9.0% |
| Q3 2022 | $1,994,000 | -11.8% | 34,472 | -8.0% | 0.44% | -11.6% |
| Q2 2022 | $2,260,000 | -21.0% | 37,452 | 0.0% | 0.50% | -10.9% |
| Q1 2022 | $2,861,000 | -8.7% | 37,452 | 0.0% | 0.56% | -10.7% |
| Q4 2021 | $3,134,000 | +13.2% | 37,452 | 0.0% | 0.63% | +3.5% |
| Q3 2021 | $2,768,000 | +2.4% | 37,452 | +0.7% | 0.61% | -2.3% |
| Q2 2021 | $2,704,000 | +11.7% | 37,176 | 0.0% | 0.62% | -4.6% |
| Q1 2021 | $2,421,000 | +2.0% | 37,176 | 0.0% | 0.65% | -11.9% |
| Q4 2020 | $2,373,000 | +10.5% | 37,176 | +300.0% | 0.74% | -5.0% |
| Q3 2020 | $2,148,000 | +11.4% | 9,294 | 0.0% | 0.78% | +8.7% |
| Q2 2020 | $1,929,000 | +29.5% | 9,294 | +2.9% | 0.72% | +9.3% |
| Q1 2020 | $1,490,000 | -14.8% | 9,030 | 0.0% | 0.66% | +1.6% |
| Q4 2019 | $1,749,000 | +7.6% | 9,030 | 0.0% | 0.64% | +0.9% |
| Q3 2019 | $1,626,000 | +0.4% | 9,030 | 0.0% | 0.64% | -5.6% |
| Q2 2019 | $1,619,000 | +4.0% | 9,030 | 0.0% | 0.68% | -7.9% |
| Q1 2019 | $1,556,000 | +14.3% | 9,030 | 0.0% | 0.74% | -0.3% |
| Q4 2018 | $1,361,000 | -14.9% | 9,030 | 0.0% | 0.74% | -6.7% |
| Q3 2018 | $1,600,000 | +9.0% | 9,030 | 0.0% | 0.79% | -4.6% |
| Q2 2018 | $1,468,000 | +2.0% | 9,030 | -2.7% | 0.83% | -3.6% |
| Q1 2018 | $1,439,000 | +1.6% | 9,277 | 0.0% | 0.86% | -5.5% |
| Q4 2017 | $1,417,000 | +6.5% | 9,277 | 0.0% | 0.91% | -2.8% |
| Q3 2017 | $1,331,000 | +9.5% | 9,277 | +0.4% | 0.94% | -9.6% |
| Q1 2017 | $1,215,000 | +2.3% | 9,239 | -1.8% | 1.03% | -6.4% |
| Q4 2016 | $1,188,000 | – | 9,412 | – | 1.10% | – |
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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% |