ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,188 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $520 | -3.0% | 7,606 | 0.0% | 0.10% | -1.0% |
| Q2 2023 | $536 | +10.1% | 7,606 | 0.0% | 0.10% | +2.1% |
| Q1 2023 | $487 | +1.0% | 7,606 | -7.5% | 0.09% | -6.0% |
| Q4 2022 | $482 | -99.9% | 8,227 | -36.0% | 0.10% | -46.5% |
| Q3 2022 | $750,000 | -2.3% | 12,856 | +3.9% | 0.19% | -4.6% |
| Q2 2022 | $768,000 | -9.9% | 12,368 | +8.1% | 0.20% | +24.1% |
| Q1 2022 | $852,000 | -67.0% | 11,444 | -63.0% | 0.16% | -66.6% |
| Q4 2021 | $2,580,000 | +194.5% | 30,900 | +163.5% | 0.47% | +158.5% |
| Q3 2021 | $876,000 | +11.0% | 11,726 | +8.1% | 0.18% | +7.0% |
| Q2 2021 | $789,000 | +11.8% | 10,844 | 0.0% | 0.17% | +1.8% |
| Q1 2021 | $706,000 | +2.0% | 10,844 | 0.0% | 0.17% | -4.5% |
| Q4 2020 | $692,000 | +9.3% | 10,844 | 0.0% | 0.18% | -4.3% |
| Q3 2020 | $633,000 | +12.4% | 10,844 | +300.0% | 0.18% | +2.8% |
| Q2 2020 | $563,000 | +26.0% | 2,711 | 0.0% | 0.18% | -0.6% |
| Q1 2020 | $447,000 | -14.9% | 2,711 | 0.0% | 0.18% | -6.7% |
| Q4 2019 | $525,000 | -79.0% | 2,711 | -81.1% | 0.19% | -82.3% |
| Q3 2019 | $2,503,000 | -4.8% | 14,312 | -1.5% | 1.09% | -5.4% |
| Q2 2019 | $2,629,000 | +4.0% | 14,534 | -0.9% | 1.15% | -18.7% |
| Q1 2019 | $2,528,000 | +14.1% | 14,667 | -0.2% | 1.42% | -6.3% |
| Q4 2018 | $2,215,000 | -16.9% | 14,698 | -2.3% | 1.52% | -12.5% |
| Q3 2018 | $2,665,000 | +6.8% | 15,043 | -2.0% | 1.73% | -11.3% |
| Q2 2018 | $2,496,000 | +5.1% | 15,352 | +0.2% | 1.95% | -2.8% |
| Q1 2018 | $2,375,000 | +1.1% | 15,317 | -0.3% | 2.01% | -0.6% |
| Q4 2017 | $2,348,000 | – | 15,369 | – | 2.02% | – |
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% |