ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,327 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $625,427 | -2.9% | 9,141 | 0.0% | 0.26% | -6.2% |
| Q2 2023 | $644,258 | +10.3% | 9,141 | 0.0% | 0.27% | -0.4% |
| Q1 2023 | $584,018 | +9.2% | 9,141 | 0.0% | 0.28% | +3.8% |
| Q4 2022 | $534,749 | +1.1% | 9,141 | 0.0% | 0.26% | -6.0% |
| Q3 2022 | $529,000 | +67.4% | 9,141 | +74.8% | 0.28% | +65.9% |
| Q2 2022 | $316,000 | -20.8% | 5,228 | 0.0% | 0.17% | -16.7% |
| Q1 2022 | $399,000 | -20.8% | 5,228 | -13.3% | 0.20% | -23.6% |
| Q4 2021 | $504,000 | +13.0% | 6,028 | 0.0% | 0.27% | +1.9% |
| Q3 2021 | $446,000 | +1.8% | 6,028 | 0.0% | 0.26% | +10.5% |
| Q2 2021 | $438,000 | +14.1% | 6,028 | 0.0% | 0.24% | -16.3% |
| Q4 2020 | $384,000 | +3.5% | 6,028 | +275.1% | 0.28% | -8.1% |
| Q3 2020 | $371,000 | -20.7% | 1,607 | -28.8% | 0.31% | +90.1% |
| Q2 2020 | $468,000 | -26.5% | 2,257 | -41.5% | 0.16% | -76.6% |
| Q1 2020 | $637,000 | -25.3% | 3,857 | -12.5% | 0.69% | -5.8% |
| Q4 2019 | $853,000 | +0.9% | 4,406 | -6.1% | 0.74% | +15.0% |
| Q3 2019 | $845,000 | +1.0% | 4,692 | +3.0% | 0.64% | +14.5% |
| Q2 2019 | $837,000 | -5.8% | 4,555 | -11.7% | 0.56% | -16.1% |
| Q1 2019 | $889,000 | +0.7% | 5,160 | -11.9% | 0.67% | -21.9% |
| Q4 2018 | $883,000 | – | 5,860 | – | 0.85% | – |
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% |