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 | $226,128 | -10.8% | 3,305 | -8.1% | 0.09% | -6.0% |
| Q2 2023 | $253,375 | -16.4% | 3,595 | -24.2% | 0.10% | -20.6% |
| Q1 2023 | $303,158 | +9.2% | 4,745 | 0.0% | 0.13% | +3.3% |
| Q4 2022 | $277,582 | -1.2% | 4,745 | -2.4% | 0.12% | -4.7% |
| Q3 2022 | $281,000 | -4.4% | 4,860 | -0.2% | 0.13% | +1.6% |
| Q2 2022 | $294,000 | -21.6% | 4,870 | -0.8% | 0.13% | -7.4% |
| Q1 2022 | $375,000 | -9.4% | 4,910 | -0.8% | 0.14% | -2.2% |
| Q4 2021 | $414,000 | +7.3% | 4,950 | -5.3% | 0.14% | +0.7% |
| Q3 2021 | $386,000 | -4.5% | 5,225 | -5.9% | 0.14% | +5.3% |
| Q2 2021 | $404,000 | +8.9% | 5,555 | -2.5% | 0.13% | +5.6% |
| Q1 2021 | $371,000 | -3.9% | 5,695 | -5.9% | 0.12% | -5.3% |
| Q4 2020 | $386,000 | +3.2% | 6,050 | +273.5% | 0.13% | -6.4% |
| Q3 2020 | $374,000 | +11.3% | 1,620 | 0.0% | 0.14% | +4.5% |
| Q2 2020 | $336,000 | +25.8% | 1,620 | 0.0% | 0.13% | +8.9% |
| Q1 2020 | $267,000 | -15.2% | 1,620 | -0.3% | 0.12% | +1.7% |
| Q4 2019 | $315,000 | +7.5% | 1,625 | 0.0% | 0.12% | +1.7% |
| Q3 2019 | $293,000 | +0.7% | 1,625 | 0.0% | 0.12% | -2.5% |
| Q2 2019 | $291,000 | +2.5% | 1,625 | -1.2% | 0.12% | -2.4% |
| Q1 2019 | $284,000 | +16.4% | 1,645 | +1.5% | 0.12% | +3.3% |
| Q4 2018 | $244,000 | -18.7% | 1,620 | -4.4% | 0.12% | -9.0% |
| Q3 2018 | $300,000 | +9.1% | 1,695 | 0.0% | 0.13% | +4.7% |
| Q2 2018 | $275,000 | +10.0% | 1,695 | +5.5% | 0.13% | +10.4% |
| Q1 2018 | $250,000 | – | 1,607 | – | 0.12% | – |
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% |