ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,309 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $250,622 | +260.3% | 3,663 | +302.1% | 0.00% | – |
| Q2 2023 | $69,564 | -88.9% | 911 | -90.7% | 0.00% | -100.0% |
| Q1 2023 | $627,591 | +265.4% | 9,823 | +234.6% | 0.00% | +200.0% |
| Q4 2022 | $171,756 | -94.1% | 2,936 | -94.1% | 0.00% | -94.1% |
| Q3 2022 | $2,900,000 | +1242.6% | 50,135 | +1299.2% | 0.02% | +750.0% |
| Q2 2022 | $216,000 | -46.0% | 3,583 | -31.5% | 0.00% | -33.3% |
| Q1 2022 | $400,000 | -68.8% | 5,232 | -65.8% | 0.00% | -70.0% |
| Q4 2021 | $1,280,000 | +220.8% | 15,304 | +183.8% | 0.01% | +100.0% |
| Q3 2021 | $399,000 | +221.8% | 5,393 | +178.3% | 0.01% | +150.0% |
| Q4 2020 | $124,000 | -73.3% | 1,938 | -3.5% | 0.00% | -71.4% |
| Q3 2020 | $464,000 | +368.7% | 2,008 | +234.7% | 0.01% | +75.0% |
| Q1 2020 | $99,000 | +153.8% | 600 | +200.0% | 0.00% | +300.0% |
| Q4 2019 | $39,000 | – | 200 | – | 0.00% | – |
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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% |