ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,142 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,529,062 | -0.1% | 66,195 | +2.9% | 1.19% | -2.8% |
Q2 2023 | $4,534,049 | +4.7% | 64,331 | -5.1% | 1.22% | -3.9% |
Q1 2023 | $4,331,614 | -0.3% | 67,798 | -8.7% | 1.27% | -11.0% |
Q4 2022 | $4,345,556 | +204.7% | 74,283 | +201.4% | 1.43% | +183.9% |
Q3 2022 | $1,426,000 | -36.3% | 24,642 | -33.5% | 0.50% | -33.1% |
Q2 2022 | $2,238,000 | +14.7% | 37,083 | +45.2% | 0.75% | +11.7% |
Q1 2022 | $1,951,000 | +11.8% | 25,546 | +8.2% | 0.67% | +3.1% |
Q3 2021 | $1,745,000 | +1.6% | 23,610 | -0.0% | 0.65% | -4.0% |
Q2 2021 | $1,718,000 | +11.7% | 23,616 | 0.0% | 0.68% | +4.3% |
Q1 2021 | $1,538,000 | -10.8% | 23,616 | -12.6% | 0.65% | -17.3% |
Q4 2020 | $1,724,000 | +7.8% | 27,008 | +290.2% | 0.79% | -10.0% |
Q3 2020 | $1,599,000 | +2.8% | 6,921 | -7.7% | 0.88% | -4.2% |
Q2 2020 | $1,556,000 | +25.6% | 7,497 | -0.1% | 0.91% | +2.0% |
Q1 2020 | $1,239,000 | -16.7% | 7,505 | -2.3% | 0.90% | -5.9% |
Q4 2019 | $1,487,000 | – | 7,682 | – | 0.95% | – |
Download |
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% |