ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,762,876 | -8.8% | 84,228 | -6.0% | 0.29% | -5.2% |
| Q2 2023 | $6,316,617 | +12.1% | 89,623 | +1.7% | 0.30% | -11.6% |
| Q1 2023 | $5,633,023 | +13.8% | 88,168 | +4.2% | 0.34% | -1.7% |
| Q4 2022 | $4,949,469 | +22.2% | 84,606 | +20.9% | 0.35% | +5.1% |
| Q3 2022 | $4,050,000 | -4.7% | 70,006 | -0.6% | 0.33% | -5.6% |
| Q2 2022 | $4,251,000 | -20.8% | 70,441 | +0.2% | 0.35% | -7.3% |
| Q1 2022 | $5,370,000 | -26.9% | 70,308 | -20.0% | 0.38% | -30.4% |
| Q4 2021 | $7,349,000 | +102.2% | 87,833 | +78.6% | 0.55% | +10.2% |
| Q3 2021 | $3,635,000 | +6.0% | 49,175 | +4.3% | 0.50% | -18.8% |
| Q2 2021 | $3,430,000 | +10.2% | 47,163 | -1.3% | 0.61% | +1.8% |
| Q1 2021 | $3,112,000 | +4283.1% | 47,802 | +13877.2% | 0.60% | +1443.6% |
| Q2 2020 | $71,000 | +10.9% | 342 | -4.5% | 0.04% | -46.6% |
| Q2 2019 | $64,000 | – | 358 | – | 0.07% | – |
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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% |