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 | $303,511 | -2.9% | 4,436 | 0.0% | 0.13% | -2.2% |
| Q2 2023 | $312,649 | +10.3% | 4,436 | 0.0% | 0.13% | +4.7% |
| Q1 2023 | $283,416 | +9.2% | 4,436 | 0.0% | 0.13% | +3.2% |
| Q4 2022 | $259,506 | +1.0% | 4,436 | 0.0% | 0.12% | -8.8% |
| Q3 2022 | $257,000 | -4.1% | 4,436 | 0.0% | 0.14% | -0.7% |
| Q2 2022 | $268,000 | -20.9% | 4,436 | 0.0% | 0.14% | -11.0% |
| Q1 2022 | $339,000 | -8.6% | 4,436 | 0.0% | 0.15% | -6.1% |
| Q4 2021 | $371,000 | +3.6% | 4,436 | 0.0% | 0.16% | +1.2% |
| Q3 2021 | $358,000 | +10.8% | 4,436 | 0.0% | 0.16% | -1.2% |
| Q2 2021 | $323,000 | +11.8% | 4,436 | 0.0% | 0.16% | +4.5% |
| Q1 2021 | $289,000 | +2.1% | 4,436 | 0.0% | 0.16% | -7.1% |
| Q4 2020 | $283,000 | +10.5% | 4,436 | +300.0% | 0.17% | -5.1% |
| Q3 2020 | $256,000 | +11.3% | 1,109 | 0.0% | 0.18% | +2.3% |
| Q2 2020 | $230,000 | +4.1% | 1,109 | -3.0% | 0.17% | +3.6% |
| Q4 2019 | $221,000 | – | 1,143 | – | 0.17% | – |
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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% |