ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 932 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,232,311 | -2.9% | 18,011 | 0.0% | 0.42% | -1.9% |
| Q2 2023 | $1,269,233 | +10.3% | 18,011 | 0.0% | 0.42% | +5.5% |
| Q1 2023 | $1,150,541 | -7.7% | 18,011 | -15.5% | 0.40% | -8.4% |
| Q4 2022 | $1,246,986 | +1.1% | 21,316 | 0.0% | 0.44% | -10.4% |
| Q3 2022 | $1,233,000 | -4.2% | 21,316 | 0.0% | 0.49% | -0.4% |
| Q2 2022 | $1,287,000 | -20.9% | 21,316 | 0.0% | 0.49% | -8.6% |
| Q1 2022 | $1,628,000 | -8.7% | 21,316 | 0.0% | 0.54% | -11.1% |
| Q4 2021 | $1,784,000 | +6.5% | 21,316 | 0.0% | 0.60% | -0.7% |
| Q3 2021 | $1,675,000 | +14.0% | 21,316 | 0.0% | 0.61% | +7.2% |
| Q2 2021 | $1,469,000 | +8.6% | 21,316 | 0.0% | 0.57% | -4.2% |
| Q1 2021 | $1,353,000 | -0.5% | 21,316 | 0.0% | 0.59% | -2.3% |
| Q4 2020 | $1,360,000 | +10.5% | 21,316 | +300.0% | 0.61% | +0.7% |
| Q3 2020 | $1,231,000 | +11.3% | 5,329 | 0.0% | 0.60% | -8.2% |
| Q2 2020 | $1,106,000 | +25.7% | 5,329 | 0.0% | 0.66% | +4.8% |
| Q1 2020 | $880,000 | +54.7% | 5,329 | +81.4% | 0.63% | +116.2% |
| Q4 2019 | $569,000 | +7.6% | 2,938 | 0.0% | 0.29% | +3.6% |
| Q3 2019 | $529,000 | +0.4% | 2,938 | 0.0% | 0.28% | +51.4% |
| Q2 2019 | $527,000 | -20.3% | 2,938 | -23.4% | 0.18% | -50.8% |
| Q1 2019 | $661,000 | +1552.5% | 3,834 | +1330.6% | 0.38% | +1404.0% |
| Q4 2018 | $40,000 | – | 268 | – | 0.02% | – |
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% |