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 | $5,301,946 | -2.6% | 77,491 | +0.3% | 2.24% | +0.8% |
| Q2 2023 | $5,444,777 | +9.9% | 77,253 | -0.4% | 2.22% | +6.8% |
| Q1 2023 | $4,955,838 | +7.8% | 77,568 | -1.3% | 2.08% | +34.8% |
| Q4 2022 | $4,595,306 | +0.3% | 78,552 | -0.8% | 1.55% | -27.5% |
| Q3 2022 | $4,581,000 | -16.7% | 79,188 | +0.2% | 2.13% | +4.9% |
| Q2 2022 | $5,502,000 | -11.5% | 79,016 | -3.0% | 2.03% | +2.4% |
| Q1 2022 | $6,220,000 | -9.5% | 81,438 | -0.8% | 1.98% | +35.0% |
| Q4 2021 | $6,871,000 | +2.7% | 82,116 | -0.1% | 1.47% | -8.1% |
| Q3 2021 | $6,692,000 | +10.2% | 82,161 | -1.6% | 1.60% | -14.1% |
| Q2 2021 | $6,074,000 | +11.7% | 83,513 | 0.0% | 1.86% | +1.0% |
| Q1 2021 | $5,438,000 | -5.6% | 83,513 | -7.2% | 1.84% | -7.3% |
| Q4 2020 | $5,758,000 | +8.9% | 89,969 | +293.2% | 1.99% | -27.4% |
| Q3 2020 | $5,287,000 | +13.0% | 22,881 | +1.5% | 2.74% | -16.0% |
| Q2 2020 | $4,680,000 | -23.5% | 22,553 | -39.1% | 3.26% | -35.0% |
| Q1 2020 | $6,117,000 | -32.3% | 37,061 | -20.5% | 5.01% | -3.5% |
| Q4 2019 | $9,029,000 | -1.4% | 46,627 | -8.3% | 5.19% | -13.0% |
| Q3 2019 | $9,157,000 | +2.7% | 50,866 | -1.7% | 5.97% | -1.8% |
| Q2 2019 | $8,920,000 | 0.0% | 51,752 | 0.0% | 6.07% | 0.0% |
| Q1 2019 | $8,920,000 | +15.9% | 51,752 | +1.3% | 6.07% | -2.3% |
| Q4 2018 | $7,697,000 | – | 51,087 | – | 6.22% | – |
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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% |