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 | $31,420 | -2.9% | 459 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $32,366 | +10.6% | 459 | +0.2% | 0.01% | -7.7% |
| Q1 2023 | $29,277 | +9.5% | 458 | +0.2% | 0.01% | -23.5% |
| Q4 2022 | $26,727 | +2.8% | 457 | +0.4% | 0.02% | -10.5% |
| Q3 2022 | $26,000 | -3.7% | 455 | 0.0% | 0.02% | -13.6% |
| Q2 2022 | $27,000 | -61.4% | 455 | -49.9% | 0.02% | -55.1% |
| Q1 2022 | $70,000 | +84.2% | 908 | +100.4% | 0.05% | +69.0% |
| Q4 2021 | $38,000 | +5.6% | 453 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $36,000 | +9.1% | 453 | +0.2% | 0.03% | +20.8% |
| Q2 2021 | $33,000 | +13.8% | 452 | +0.2% | 0.02% | +4.3% |
| Q1 2021 | $29,000 | 0.0% | 451 | 0.0% | 0.02% | -17.9% |
| Q4 2020 | $29,000 | – | 451 | – | 0.03% | – |
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% |