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 | $4,836,019 | +4.0% | 70,681 | +7.1% | 0.32% | -3.3% |
Q2 2023 | $4,650,852 | +26.0% | 65,988 | +14.2% | 0.33% | +16.2% |
Q1 2023 | $3,690,419 | -5.6% | 57,762 | -13.6% | 0.28% | -12.9% |
Q4 2022 | $3,910,627 | +107.6% | 66,848 | +105.3% | 0.33% | +64.6% |
Q3 2022 | $1,884,000 | +16.9% | 32,565 | +22.0% | 0.20% | +35.6% |
Q2 2022 | $1,611,000 | -16.1% | 26,700 | +6.2% | 0.15% | -6.4% |
Q1 2022 | $1,921,000 | -5.2% | 25,152 | +3.8% | 0.16% | +6.8% |
Q4 2021 | $2,027,000 | +527.6% | 24,229 | +445.9% | 0.15% | +403.4% |
Q2 2021 | $323,000 | +0.6% | 4,438 | -9.9% | 0.03% | -14.7% |
Q1 2021 | $321,000 | +322.4% | 4,926 | +968.5% | 0.03% | -37.0% |
Q1 2020 | $76,000 | -72.4% | 461 | -69.8% | 0.05% | -48.6% |
Q3 2019 | $275,000 | +0.7% | 1,527 | +0.3% | 0.10% | -3.7% |
Q2 2019 | $273,000 | +4.6% | 1,522 | +0.4% | 0.11% | -22.7% |
Q1 2019 | $261,000 | +14.5% | 1,516 | +0.3% | 0.14% | -7.2% |
Q4 2018 | $228,000 | – | 1,511 | – | 0.15% | – |
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% |