ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,172 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $505,000 | +7.9% | 8,733 | +12.5% | 0.12% | +12.5% |
| Q2 2022 | $468,000 | -21.1% | 7,763 | 0.0% | 0.10% | -9.6% |
| Q1 2022 | $593,000 | -8.8% | 7,763 | 0.0% | 0.12% | -4.2% |
| Q4 2021 | $650,000 | +12.5% | 7,763 | -0.7% | 0.12% | +6.2% |
| Q3 2021 | $578,000 | -1.0% | 7,821 | 0.0% | 0.11% | -0.9% |
| Q2 2021 | $584,000 | +8.6% | 7,821 | 0.0% | 0.11% | -5.8% |
| Q1 2021 | $538,000 | – | 7,821 | – | 0.12% | – |
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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% |