ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,362 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $592 | -3.9% | 8,625 | -10.6% | 0.16% | +14.8% |
| Q1 2023 | $616 | +9.2% | 9,647 | +0.0% | 0.14% | -0.7% |
| Q4 2022 | $564 | -99.9% | 9,646 | 0.0% | 0.14% | -11.1% |
| Q3 2022 | $558,000 | -4.1% | 9,646 | 0.0% | 0.15% | -3.8% |
| Q2 2022 | $582,000 | -80.2% | 9,646 | -74.9% | 0.16% | -78.7% |
| Q1 2022 | $2,933,000 | +257.2% | 38,400 | +291.4% | 0.75% | +240.0% |
| Q4 2021 | $821,000 | +14.7% | 9,811 | -0.3% | 0.22% | -10.9% |
| Q2 2021 | $716,000 | +10.2% | 9,840 | 0.0% | 0.25% | +3.8% |
| Q1 2021 | $650,000 | +2.7% | 9,840 | -0.8% | 0.24% | -16.5% |
| Q4 2020 | $633,000 | +10.1% | 9,924 | +299.0% | 0.28% | -6.9% |
| Q3 2020 | $575,000 | +11.4% | 2,487 | 0.0% | 0.31% | +2.0% |
| Q2 2020 | $516,000 | +23.2% | 2,487 | -1.9% | 0.30% | +3.4% |
| Q1 2020 | $419,000 | +4.5% | 2,536 | +22.6% | 0.29% | +19.3% |
| Q4 2019 | $401,000 | – | 2,069 | – | 0.24% | – |
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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% |