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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $249,570 | +6.4% | 3,541 | -3.6% | 0.01% | 0.0% |
| Q1 2023 | $234,668 | +9.2% | 3,673 | -0.1% | 0.01% | 0.0% |
| Q4 2022 | $214,988 | -1.4% | 3,675 | -2.5% | 0.01% | -16.7% |
| Q3 2022 | $218,000 | -31.7% | 3,768 | -28.8% | 0.01% | -33.3% |
| Q2 2022 | $319,000 | -12.1% | 5,294 | +11.5% | 0.02% | -14.3% |
| Q1 2022 | $363,000 | -41.8% | 4,747 | -36.4% | 0.02% | -40.0% |
| Q4 2021 | $624,000 | +66.8% | 7,459 | +47.3% | 0.04% | +40.0% |
| Q3 2021 | $374,000 | -2.1% | 5,064 | -3.7% | 0.02% | -7.4% |
| Q2 2021 | $382,000 | +11.0% | 5,256 | -0.5% | 0.03% | -12.9% |
| Q1 2021 | $344,000 | -29.8% | 5,280 | -31.2% | 0.03% | -43.6% |
| Q4 2020 | $490,000 | +55.6% | 7,677 | +463.7% | 0.06% | +31.0% |
| Q3 2020 | $315,000 | -9.7% | 1,362 | -19.1% | 0.04% | -22.2% |
| Q2 2020 | $349,000 | +30.2% | 1,683 | +3.5% | 0.05% | +3.8% |
| Q1 2020 | $268,000 | 0.0% | 1,626 | +9.3% | 0.05% | +20.9% |
| Q3 2019 | $268,000 | – | 1,487 | – | 0.04% | – |
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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% |