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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $955 | -99.9% | 16,328 | 0.0% | 0.43% | -4.6% |
| Q3 2022 | $945,000 | -4.1% | 16,328 | 0.0% | 0.45% | +5.8% |
| Q2 2022 | $985,000 | -21.0% | 16,328 | 0.0% | 0.43% | -10.6% |
| Q1 2022 | $1,247,000 | -18.5% | 16,328 | -10.8% | 0.48% | -10.0% |
| Q4 2021 | $1,531,000 | +13.2% | 18,304 | 0.0% | 0.53% | -5.3% |
| Q3 2021 | $1,353,000 | +1.7% | 18,304 | 0.0% | 0.56% | +3.9% |
| Q2 2021 | $1,331,000 | +8.7% | 18,304 | -2.7% | 0.54% | -1.6% |
| Q1 2021 | $1,224,000 | -5.6% | 18,804 | -7.4% | 0.55% | -9.1% |
| Q4 2020 | $1,296,000 | +7.5% | 20,304 | +288.9% | 0.60% | -7.2% |
| Q3 2020 | $1,206,000 | +11.4% | 5,221 | 0.0% | 0.65% | +4.3% |
| Q2 2020 | $1,083,000 | +25.6% | 5,221 | 0.0% | 0.62% | -2.6% |
| Q1 2020 | $862,000 | -24.8% | 5,221 | -11.8% | 0.64% | -2.4% |
| Q4 2019 | $1,147,000 | +7.6% | 5,921 | 0.0% | 0.66% | -3.9% |
| Q3 2019 | $1,066,000 | +0.5% | 5,921 | 0.0% | 0.68% | +0.6% |
| Q2 2019 | $1,061,000 | +3.3% | 5,921 | -0.7% | 0.68% | -1.9% |
| Q1 2019 | $1,027,000 | +13.0% | 5,961 | -1.2% | 0.69% | -6.1% |
| Q4 2018 | $909,000 | – | 6,036 | – | 0.74% | – |
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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% |