ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,172 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $656,969 | -9.4% | 9,602 | -6.7% | 0.08% | -7.1% |
| Q2 2023 | $725,310 | -12.7% | 10,291 | -20.8% | 0.08% | -18.3% |
| Q1 2023 | $830,506 | -10.3% | 12,999 | -17.9% | 0.10% | -15.4% |
| Q4 2022 | $925,938 | -18.0% | 15,828 | -18.9% | 0.12% | -28.1% |
| Q3 2022 | $1,129,000 | -20.2% | 19,519 | -16.7% | 0.17% | -19.3% |
| Q2 2022 | $1,414,000 | -26.1% | 23,430 | -6.5% | 0.21% | -19.7% |
| Q1 2022 | $1,914,000 | -55.3% | 25,055 | -51.1% | 0.26% | -55.7% |
| Q4 2021 | $4,283,000 | – | 51,195 | – | 0.60% | – |
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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% |