ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,327 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,119,459 | +5.4% | 16,362 | +8.6% | 0.52% | +15.1% |
| Q2 2023 | $1,061,963 | -1.9% | 15,068 | -11.1% | 0.45% | -9.8% |
| Q1 2023 | $1,082,481 | +10.3% | 16,943 | +1.0% | 0.50% | +6.2% |
| Q4 2022 | $981,806 | +2.4% | 16,783 | +1.2% | 0.47% | -9.9% |
| Q3 2022 | $959,000 | -29.6% | 16,576 | -26.6% | 0.52% | -27.9% |
| Q2 2022 | $1,363,000 | +10.2% | 22,588 | +39.4% | 0.72% | +41.1% |
| Q1 2022 | $1,237,000 | +102.5% | 16,199 | +121.9% | 0.51% | +109.8% |
| Q4 2021 | $611,000 | +26.8% | 7,301 | +12.0% | 0.24% | +18.4% |
| Q3 2021 | $482,000 | -3.8% | 6,516 | -5.3% | 0.21% | +78.4% |
| Q2 2021 | $501,000 | -44.1% | 6,883 | -50.0% | 0.12% | -39.3% |
| Q1 2021 | $896,000 | -3.4% | 13,766 | -5.3% | 0.19% | -18.0% |
| Q4 2020 | $928,000 | -80.0% | 14,540 | -27.7% | 0.23% | -81.6% |
| Q3 2020 | $4,646,000 | -14.0% | 20,106 | -22.8% | 1.26% | -16.3% |
| Q2 2020 | $5,402,000 | +22.0% | 26,036 | -2.9% | 1.51% | +18.2% |
| Q1 2020 | $4,427,000 | -23.3% | 26,825 | -10.0% | 1.28% | -14.3% |
| Q4 2019 | $5,771,000 | – | 29,801 | – | 1.49% | – |
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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% |