ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 996 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $355,913 | -2.6% | 5,185 | 0.0% | 0.15% | +0.7% |
| Q2 2023 | $365,439 | +10.3% | 5,185 | 0.0% | 0.15% | +6.3% |
| Q1 2023 | $331,270 | +9.2% | 5,185 | 0.0% | 0.14% | -2.7% |
| Q4 2022 | $303,323 | -0.5% | 5,185 | -1.7% | 0.15% | -3.9% |
| Q3 2022 | $305,000 | -4.1% | 5,277 | 0.0% | 0.15% | -2.5% |
| Q2 2022 | $318,000 | -21.1% | 5,277 | 0.0% | 0.16% | +1.3% |
| Q1 2022 | $403,000 | -8.8% | 5,277 | 0.0% | 0.16% | -4.3% |
| Q4 2021 | $442,000 | +13.3% | 5,277 | 0.0% | 0.16% | +8.0% |
| Q3 2021 | $390,000 | +3.4% | 5,277 | +1.8% | 0.15% | -2.0% |
| Q2 2021 | $377,000 | +11.5% | 5,185 | 0.0% | 0.15% | -1.9% |
| Q1 2021 | $338,000 | +2.4% | 5,185 | 0.0% | 0.16% | -13.3% |
| Q4 2020 | $330,000 | +9.6% | 5,185 | +297.3% | 0.18% | -9.5% |
| Q3 2020 | $301,000 | +11.5% | 1,305 | 0.0% | 0.20% | -8.3% |
| Q2 2020 | $270,000 | +25.6% | 1,305 | 0.0% | 0.22% | -4.4% |
| Q1 2020 | $215,000 | -14.7% | 1,305 | 0.0% | 0.23% | +18.2% |
| Q4 2019 | $252,000 | +7.7% | 1,305 | 0.0% | 0.19% | -5.4% |
| Q3 2019 | $234,000 | – | 1,305 | – | 0.20% | – |
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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% |