ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,236 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $672,038 | -4.8% | 9,820 | -2.0% | 0.21% | +23.8% |
Q2 2023 | $706,228 | +47.2% | 10,018 | +33.4% | 0.17% | +38.7% |
Q1 2023 | $479,733 | +6.2% | 7,508 | +0.3% | 0.12% | -5.3% |
Q4 2022 | $451,857 | +3.6% | 7,487 | -0.5% | 0.13% | +1.6% |
Q3 2022 | $436,000 | -3.1% | 7,522 | +0.5% | 0.13% | -0.8% |
Q2 2022 | $450,000 | -22.1% | 7,487 | -1.0% | 0.13% | -8.5% |
Q1 2022 | $578,000 | -14.6% | 7,561 | -6.5% | 0.14% | -10.1% |
Q4 2021 | $677,000 | +6.4% | 8,090 | -5.9% | 0.16% | -1.2% |
Q3 2021 | $636,000 | +1.0% | 8,598 | -0.2% | 0.16% | +0.6% |
Q2 2021 | $630,000 | +24.8% | 8,617 | +11.2% | 0.16% | +14.4% |
Q1 2021 | $505,000 | -14.6% | 7,748 | -16.4% | 0.14% | -20.1% |
Q4 2020 | $591,000 | -92.7% | 9,270 | +349.8% | 0.17% | +30.8% |
Q3 2020 | $8,088,000 | +1830.3% | 2,061 | +2.1% | 0.13% | -14.2% |
Q2 2020 | $419,000 | +20.1% | 2,018 | -4.1% | 0.16% | -4.9% |
Q1 2020 | $349,000 | -18.6% | 2,104 | -4.8% | 0.16% | +2.5% |
Q4 2019 | $429,000 | +5.4% | 2,210 | -2.1% | 0.16% | -2.5% |
Q3 2019 | $407,000 | -4.7% | 2,257 | -5.5% | 0.16% | -6.3% |
Q2 2019 | $427,000 | +5.4% | 2,389 | +1.4% | 0.17% | +0.6% |
Q1 2019 | $405,000 | -82.6% | 2,355 | -84.7% | 0.17% | -87.1% |
Q4 2018 | $2,334,000 | -13.9% | 15,437 | +0.9% | 1.35% | +1.1% |
Q3 2018 | $2,711,000 | +15.1% | 15,298 | +4.5% | 1.33% | +1.3% |
Q2 2018 | $2,356,000 | +23.7% | 14,634 | +17.7% | 1.31% | +15.0% |
Q1 2018 | $1,905,000 | +13.1% | 12,438 | +12.4% | 1.14% | +7.0% |
Q4 2017 | $1,685,000 | +22.7% | 11,062 | +15.5% | 1.07% | +17.4% |
Q3 2017 | $1,373,000 | +91.2% | 9,577 | +86.1% | 0.91% | +77.7% |
Q2 2017 | $718,000 | – | 5,145 | – | 0.51% | – |
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% |