ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,120 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $611,599 | 0.0% | 8,678 | 0.0% | 0.13% | -0.8% |
Q2 2023 | $611,599 | +10.3% | 8,678 | +0.0% | 0.13% | +5.7% |
Q1 2023 | $554,306 | +26207.8% | 8,676 | +18359.6% | 0.12% | – |
Q4 2022 | $2,107 | -99.6% | 47 | -99.5% | 0.00% | -100.0% |
Q3 2022 | $502,000 | -4.2% | 8,685 | 0.0% | 0.12% | +5.9% |
Q2 2022 | $524,000 | -22.8% | 8,685 | -2.3% | 0.12% | -12.6% |
Q1 2022 | $679,000 | -9.2% | 8,885 | -1.9% | 0.14% | -5.6% |
Q4 2021 | $748,000 | +10.0% | 9,061 | -1.5% | 0.14% | +6.7% |
Q3 2021 | $680,000 | -2.2% | 9,199 | -3.6% | 0.13% | -2.2% |
Q2 2021 | $695,000 | -11.6% | 9,541 | -21.0% | 0.14% | -41.9% |
Q1 2021 | $786,000 | -1.8% | 12,079 | -3.6% | 0.24% | -7.1% |
Q4 2020 | $800,000 | +32.9% | 12,536 | +380.9% | 0.25% | +9.5% |
Q3 2020 | $602,000 | +8.7% | 2,607 | -2.3% | 0.23% | +6.4% |
Q2 2020 | $554,000 | +17.6% | 2,669 | -6.6% | 0.22% | +7.4% |
Q1 2020 | $471,000 | -14.8% | 2,857 | 0.0% | 0.20% | -60.1% |
Q4 2019 | $553,000 | – | 2,857 | – | 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% |