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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $9,464,000 | -11.9% | 123,909 | -3.5% | 4.13% | -6.9% |
| Q4 2021 | $10,739,000 | +4.4% | 128,345 | -7.8% | 4.43% | +2.2% |
| Q3 2021 | $10,288,000 | -1.7% | 139,192 | -3.3% | 4.34% | +2.7% |
| Q2 2021 | $10,466,000 | +9.3% | 143,900 | -2.1% | 4.22% | -2.3% |
| Q1 2021 | $9,572,000 | +1.7% | 147,008 | -0.3% | 4.32% | -1.8% |
| Q4 2020 | $9,410,000 | +10.2% | 147,444 | +299.0% | 4.40% | -1.8% |
| Q3 2020 | $8,539,000 | +11.4% | 36,951 | +0.0% | 4.48% | +6.6% |
| Q2 2020 | $7,664,000 | +17.4% | 36,939 | -6.6% | 4.20% | +7.0% |
| Q1 2020 | $6,529,000 | -35.6% | 39,556 | -24.5% | 3.92% | -10.2% |
| Q4 2019 | $10,144,000 | -6.3% | 52,387 | -12.9% | 4.37% | -12.6% |
| Q3 2019 | $10,829,000 | -2.5% | 60,152 | -2.9% | 5.00% | -5.8% |
| Q2 2019 | $11,106,000 | +1.0% | 61,963 | -2.9% | 5.31% | -9.2% |
| Q1 2019 | $10,994,000 | – | 63,784 | – | 5.84% | – |
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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% |