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 | $11,314,753 | -3.3% | 165,372 | -0.4% | 7.67% | -0.1% |
| Q2 2023 | $11,697,214 | +11.2% | 165,965 | +0.8% | 7.68% | +1.8% |
| Q1 2023 | $10,519,680 | +12.7% | 164,653 | +3.2% | 7.54% | +6.4% |
| Q4 2022 | $9,335,101 | +9.9% | 159,574 | +8.6% | 7.09% | +4.6% |
| Q3 2022 | $8,498,000 | -6.1% | 146,903 | -2.1% | 6.78% | +0.0% |
| Q2 2022 | $9,053,000 | -24.2% | 150,015 | -4.1% | 6.78% | -15.9% |
| Q1 2022 | $11,944,000 | -11.0% | 156,379 | -2.5% | 8.06% | -0.8% |
| Q4 2021 | $13,420,000 | +22.4% | 160,387 | +8.2% | 8.12% | -7.2% |
| Q3 2021 | $10,961,000 | +0.2% | 148,295 | -1.4% | 8.75% | +16.3% |
| Q2 2021 | $10,936,000 | +10.0% | 150,359 | -1.6% | 7.52% | +0.5% |
| Q1 2021 | $9,946,000 | +9.0% | 152,756 | +6.9% | 7.48% | +2.9% |
| Q4 2020 | $9,121,000 | +14.0% | 142,920 | +312.8% | 7.27% | +0.4% |
| Q3 2020 | $8,000,000 | +19.0% | 34,620 | +6.9% | 7.24% | +8.6% |
| Q2 2020 | $6,721,000 | +30.7% | 32,393 | +3.9% | 6.67% | +9.4% |
| Q1 2020 | $5,144,000 | -12.3% | 31,169 | +2.9% | 6.10% | +6.4% |
| Q4 2019 | $5,864,000 | – | 30,285 | – | 5.73% | – |
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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% |