ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,236 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $249,000 | -9.1% | 4,302 | -5.2% | 0.02% | -16.7% |
| Q2 2022 | $274,000 | -27.3% | 4,537 | -8.1% | 0.02% | -7.7% |
| Q1 2022 | $377,000 | +9.9% | 4,937 | +20.3% | 0.03% | +8.3% |
| Q4 2021 | $343,000 | +13.2% | 4,104 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $303,000 | -84.9% | 4,104 | -86.9% | 0.02% | -85.8% |
| Q4 2020 | $2,004,000 | +10.5% | 31,400 | +300.0% | 0.17% | -6.6% |
| Q3 2020 | $1,814,000 | +11.4% | 7,850 | 0.0% | 0.18% | +6.5% |
| Q2 2020 | $1,629,000 | +25.7% | 7,850 | 0.0% | 0.17% | +9.7% |
| Q1 2020 | $1,296,000 | – | 7,850 | – | 0.16% | – |
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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% |