ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,120 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $266,000 | -6.0% | 3,477 | +2.7% | 0.05% | +6.1% |
| Q4 2021 | $283,000 | +13.2% | 3,384 | 0.0% | 0.05% | -9.3% |
| Q3 2021 | $250,000 | -4.2% | 3,384 | -5.9% | 0.05% | -6.9% |
| Q2 2021 | $261,000 | +11.5% | 3,595 | +0.0% | 0.06% | -24.7% |
| Q1 2021 | $234,000 | +2.2% | 3,594 | 0.0% | 0.08% | +16.7% |
| Q4 2020 | $229,000 | +10.1% | 3,594 | +300.2% | 0.07% | -5.7% |
| Q3 2020 | $208,000 | +18.9% | 898 | -15.4% | 0.07% | -9.1% |
| Q1 2020 | $175,000 | +8.0% | 1,061 | +18.2% | 0.08% | +45.3% |
| Q3 2019 | $162,000 | +1.2% | 898 | +0.1% | 0.05% | +3.9% |
| Q2 2019 | $160,000 | +3.2% | 897 | 0.0% | 0.05% | -1.9% |
| Q1 2019 | $155,000 | – | 897 | – | 0.05% | – |
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% |