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 | $15,701,194 | -0.2% | 229,483 | +2.8% | 1.33% | -1.1% |
Q2 2023 | $15,728,547 | +12.6% | 223,163 | +2.1% | 1.34% | +3.2% |
Q1 2023 | $13,966,405 | +6.1% | 218,601 | -2.8% | 1.30% | -3.3% |
Q4 2022 | $13,162,995 | -49.7% | 225,008 | -50.3% | 1.34% | -10.3% |
Q3 2022 | $26,191,000 | -5.1% | 452,621 | -1.0% | 1.50% | -5.3% |
Q2 2022 | $27,600,000 | -25.3% | 457,326 | -5.5% | 1.58% | -11.7% |
Q1 2022 | $36,967,000 | +65.7% | 483,978 | +81.5% | 1.79% | -18.6% |
Q4 2021 | $22,316,000 | +8.1% | 266,679 | -6.0% | 2.20% | +3.8% |
Q2 2021 | $20,636,000 | +10.6% | 283,767 | -1.0% | 2.12% | -15.4% |
Q1 2021 | $18,655,000 | -1.3% | 286,520 | -3.3% | 2.51% | -9.6% |
Q4 2020 | $18,903,000 | +8.0% | 296,190 | +291.2% | 2.77% | -2.9% |
Q3 2020 | $17,499,000 | +11.7% | 75,722 | +0.3% | 2.86% | +0.6% |
Q2 2020 | $15,663,000 | +32.5% | 75,486 | +5.4% | 2.84% | +4.7% |
Q1 2020 | $11,825,000 | -14.7% | 71,633 | +0.0% | 2.71% | +29.1% |
Q4 2019 | $13,868,000 | +7.9% | 71,617 | +0.2% | 2.10% | -21.5% |
Q3 2019 | $12,858,000 | +0.5% | 71,447 | +0.1% | 2.68% | +59.2% |
Q2 2019 | $12,796,000 | +4.7% | 71,377 | +0.6% | 1.68% | -38.2% |
Q1 2019 | $12,224,000 | +13.8% | 70,967 | -0.4% | 2.72% | -5.8% |
Q4 2018 | $10,743,000 | – | 71,265 | – | 2.89% | – |
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% |