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 | $687,916 | +7.8% | 10,025 | +10.7% | 0.19% | +19.1% |
| Q2 2023 | $638,055 | +24.9% | 9,053 | +13.2% | 0.16% | +19.1% |
| Q1 2023 | $510,992 | +28.9% | 7,998 | +18.1% | 0.14% | +27.1% |
| Q4 2022 | $396,279 | +23.1% | 6,774 | +21.6% | 0.11% | +18.9% |
| Q3 2022 | $322,000 | +30.9% | 5,570 | +36.8% | 0.09% | +32.4% |
| Q2 2022 | $246,000 | +4.7% | 4,072 | +32.6% | 0.07% | +25.9% |
| Q1 2022 | $235,000 | – | 3,072 | – | 0.05% | – |
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% |