ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,309 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $372,614 | -2.9% | 5,446 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $383,835 | -21.8% | 5,446 | -29.1% | 0.05% | -25.4% |
| Q1 2023 | $490,738 | +9.2% | 7,681 | 0.0% | 0.07% | +1.4% |
| Q4 2022 | $449,339 | +0.1% | 7,681 | -1.0% | 0.07% | -13.6% |
| Q3 2022 | $449,000 | -6.5% | 7,757 | -2.5% | 0.08% | -3.6% |
| Q2 2022 | $480,000 | -55.8% | 7,957 | -52.3% | 0.08% | -59.2% |
| Q1 2022 | $1,087,000 | +30.6% | 16,682 | +67.8% | 0.21% | +63.5% |
| Q4 2021 | $832,000 | -4.4% | 9,942 | -15.5% | 0.13% | -11.3% |
| Q3 2021 | $870,000 | -11.3% | 11,766 | -12.8% | 0.14% | -13.4% |
| Q2 2021 | $981,000 | -10.8% | 13,490 | -19.1% | 0.16% | -20.4% |
| Q1 2021 | $1,100,000 | -39.8% | 16,682 | -41.5% | 0.21% | -46.4% |
| Q4 2020 | $1,826,000 | – | 28,528 | – | 0.38% | – |
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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% |