ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 975 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,496,783 | -2.9% | 36,492 | 0.0% | 0.75% | -3.1% |
| Q2 2023 | $2,571,956 | +10.3% | 36,492 | 0.0% | 0.77% | +4.6% |
| Q1 2023 | $2,331,474 | +9.2% | 36,492 | 0.0% | 0.74% | +3.2% |
| Q4 2022 | $2,134,782 | +1.1% | 36,492 | 0.0% | 0.72% | -9.0% |
| Q3 2022 | $2,111,000 | -4.1% | 36,492 | 0.0% | 0.79% | +0.9% |
| Q2 2022 | $2,202,000 | -21.0% | 36,492 | 0.0% | 0.78% | -10.1% |
| Q1 2022 | $2,787,000 | -8.7% | 36,492 | 0.0% | 0.87% | -7.2% |
| Q4 2021 | $3,053,000 | +13.2% | 36,492 | 0.0% | 0.94% | +0.9% |
| Q3 2021 | $2,697,000 | +1.6% | 36,492 | 0.0% | 0.93% | +0.1% |
| Q2 2021 | $2,654,000 | +11.7% | 36,492 | 0.0% | 0.93% | +1.9% |
| Q1 2021 | $2,376,000 | +2.1% | 36,492 | 0.0% | 0.91% | -9.0% |
| Q4 2020 | $2,328,000 | +23.0% | 36,492 | +300.0% | 1.00% | +2.4% |
| Q3 2020 | $1,892,000 | 0.0% | 9,123 | 0.0% | 0.98% | 0.0% |
| Q2 2020 | $1,892,000 | +25.7% | 9,123 | 0.0% | 0.98% | -22.4% |
| Q1 2020 | $1,505,000 | -14.8% | 9,123 | 0.0% | 1.26% | +15.2% |
| Q4 2019 | $1,766,000 | +7.6% | 9,123 | 0.0% | 1.09% | -2.4% |
| Q3 2019 | $1,642,000 | +0.4% | 9,123 | 0.0% | 1.12% | -15.3% |
| Q2 2019 | $1,635,000 | -0.7% | 9,123 | -4.5% | 1.32% | -5.5% |
| Q1 2019 | $1,646,000 | +14.4% | 9,553 | 0.0% | 1.40% | +2.7% |
| Q4 2018 | $1,439,000 | – | 9,553 | – | 1.36% | – |
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% |