ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,085 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $232,696 | -2.9% | 3,644 | +7.1% | 0.07% | -5.6% |
Q2 2023 | $239,702 | +10.3% | 3,401 | 0.0% | 0.07% | +1.4% |
Q1 2023 | $217,290 | -44.9% | 3,401 | -49.5% | 0.07% | -49.6% |
Q4 2022 | $394,161 | +1.3% | 6,738 | +0.3% | 0.14% | -7.3% |
Q3 2022 | $389,000 | +8.1% | 6,721 | +12.6% | 0.15% | +6.4% |
Q2 2022 | $360,000 | -16.5% | 5,971 | +5.8% | 0.14% | -9.6% |
Q1 2022 | $431,000 | -7.1% | 5,644 | +1.7% | 0.16% | -18.3% |
Q4 2021 | $464,000 | +13.2% | 5,550 | +0.2% | 0.19% | -2.6% |
Q3 2021 | $410,000 | +9.0% | 5,541 | +7.1% | 0.20% | +6.5% |
Q2 2021 | $376,000 | +22.1% | 5,172 | +9.5% | 0.18% | +10.8% |
Q1 2021 | $308,000 | +2.3% | 4,723 | 0.0% | 0.17% | -7.3% |
Q4 2020 | $301,000 | -33.7% | 4,723 | +140.1% | 0.18% | -42.8% |
Q3 2020 | $454,000 | -0.7% | 1,967 | -10.8% | 0.31% | -41.1% |
Q2 2020 | $457,000 | +25.9% | 2,205 | +0.2% | 0.53% | -6.5% |
Q1 2020 | $363,000 | -27.8% | 2,201 | -15.3% | 0.57% | +27.9% |
Q4 2019 | $503,000 | -1.6% | 2,600 | -8.5% | 0.44% | -12.6% |
Q3 2019 | $511,000 | +0.4% | 2,841 | 0.0% | 0.51% | +7.2% |
Q2 2019 | $509,000 | +9.2% | 2,841 | +5.1% | 0.47% | +45.0% |
Q1 2019 | $466,000 | +14.5% | 2,704 | 0.0% | 0.33% | +1.6% |
Q4 2018 | $407,000 | -15.0% | 2,704 | 0.0% | 0.32% | -5.3% |
Q3 2018 | $479,000 | +8.9% | 2,704 | 0.0% | 0.34% | -36.0% |
Q2 2018 | $440,000 | +52.8% | 2,704 | +45.5% | 0.53% | +136.0% |
Q1 2018 | $288,000 | +21.5% | 1,859 | +19.8% | 0.22% | +9.8% |
Q4 2017 | $237,000 | – | 1,552 | – | 0.20% | – |
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% |