ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,270 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $90,725 | -2.9% | 1,326 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $93,456 | +10.3% | 1,326 | 0.0% | 0.04% | +7.7% |
| Q1 2023 | $84,718 | -11.7% | 1,326 | -19.1% | 0.04% | -15.2% |
| Q4 2022 | $95,940 | +1.0% | 1,640 | 0.0% | 0.05% | -8.0% |
| Q3 2022 | $95,000 | -4.0% | 1,640 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $99,000 | -20.8% | 1,640 | 0.0% | 0.05% | -12.3% |
| Q1 2022 | $125,000 | – | 1,640 | – | 0.06% | – |
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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% |