ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,085 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,584,839 | -2.9% | 37,779 | 0.0% | 2.38% | +3.2% |
Q2 2023 | $2,662,664 | +8.7% | 37,779 | -1.4% | 2.31% | +13.1% |
Q1 2023 | $2,448,840 | +9.1% | 38,329 | -0.1% | 2.04% | +10.9% |
Q4 2022 | $2,244,762 | +0.8% | 38,372 | -0.3% | 1.84% | +16.8% |
Q3 2022 | $2,226,000 | -4.1% | 38,487 | +0.0% | 1.58% | -35.9% |
Q2 2022 | $2,322,000 | -21.1% | 38,482 | -0.1% | 2.46% | +53.5% |
Q1 2022 | $2,943,000 | +4.5% | 38,532 | +14.5% | 1.60% | +7.9% |
Q4 2021 | $2,816,000 | +13.0% | 33,656 | -0.2% | 1.49% | +6.7% |
Q3 2021 | $2,492,000 | +0.4% | 33,719 | -1.2% | 1.39% | +2.1% |
Q2 2021 | $2,482,000 | +11.8% | 34,134 | +0.1% | 1.36% | +5.2% |
Q1 2021 | $2,220,000 | +1.7% | 34,105 | -0.3% | 1.30% | -4.7% |
Q4 2020 | $2,183,000 | +7.4% | 34,206 | +288.8% | 1.36% | -6.1% |
Q3 2020 | $2,032,000 | +8.7% | 8,797 | -2.4% | 1.45% | -5.0% |
Q2 2020 | $1,869,000 | +20.3% | 9,009 | -4.3% | 1.53% | -6.5% |
Q1 2020 | $1,553,000 | -17.3% | 9,410 | -3.0% | 1.63% | +4.0% |
Q4 2019 | $1,879,000 | – | 9,705 | – | 1.57% | – |
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% |