ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,679,864 | +2.0% | 39,168 | +5.0% | 0.34% | +13.1% |
| Q2 2023 | $2,628,057 | +10.8% | 37,288 | +0.5% | 0.30% | +1.0% |
| Q1 2023 | $2,371,156 | -84.2% | 37,113 | -85.5% | 0.30% | -84.7% |
| Q4 2022 | $14,973,090 | +385.8% | 255,950 | +380.4% | 1.97% | +324.8% |
| Q3 2022 | $3,082,000 | +0.3% | 53,278 | +4.7% | 0.46% | +4.0% |
| Q2 2022 | $3,072,000 | -39.9% | 50,910 | -23.9% | 0.45% | -37.2% |
| Q1 2022 | $5,109,000 | -13.0% | 66,885 | -4.7% | 0.71% | -14.3% |
| Q4 2021 | $5,873,000 | +9.1% | 70,191 | -3.6% | 0.83% | -0.7% |
| Q3 2021 | $5,383,000 | +2.7% | 72,835 | +1.1% | 0.83% | +0.5% |
| Q2 2021 | $5,239,000 | +58.0% | 72,034 | +41.5% | 0.83% | +37.2% |
| Q1 2021 | $3,315,000 | +81.1% | 50,920 | +77.6% | 0.60% | +78.5% |
| Q4 2020 | $1,830,000 | +16.9% | 28,679 | +323.3% | 0.34% | -7.9% |
| Q3 2020 | $1,566,000 | +167.2% | 6,775 | +140.1% | 0.37% | +142.1% |
| Q2 2020 | $586,000 | – | 2,822 | – | 0.15% | – |
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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% |