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 | $504,118 | -2.9% | 7,368 | 0.0% | 0.16% | -1.2% |
| Q2 2023 | $519,296 | +120.6% | 7,368 | +100.0% | 0.16% | +1.3% |
| Q1 2023 | $235,371 | +10.5% | 3,684 | 0.0% | 0.16% | -1.9% |
| Q3 2022 | $213,000 | -4.1% | 3,684 | 0.0% | 0.16% | -0.6% |
| Q2 2022 | $222,000 | -60.6% | 3,684 | -50.0% | 0.16% | -6.3% |
| Q1 2022 | $563,000 | +82.8% | 7,368 | +100.0% | 0.17% | -11.2% |
| Q4 2021 | $308,000 | -43.4% | 3,684 | -50.0% | 0.20% | +6.5% |
| Q3 2021 | $544,000 | +107.6% | 7,368 | +104.7% | 0.18% | +0.5% |
| Q2 2021 | $262,000 | +12.0% | 3,600 | 0.0% | 0.18% | +5.8% |
| Q1 2021 | $234,000 | +1.7% | 3,600 | 0.0% | 0.17% | +0.6% |
| Q4 2020 | $230,000 | +10.6% | 3,600 | +300.0% | 0.17% | +3.6% |
| Q3 2020 | $208,000 | -13.7% | 900 | -61.2% | 0.17% | -16.6% |
| Q2 2020 | $241,000 | +20.5% | 2,320 | +91.9% | 0.20% | +2.1% |
| Q1 2020 | $200,000 | -14.2% | 1,209 | 0.0% | 0.20% | +6.6% |
| Q4 2019 | $233,000 | – | 1,209 | – | 0.18% | – |
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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% |