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 | $250,939 | +2.0% | 3,668 | +5.1% | 0.06% | 0.0% |
| Q2 2023 | $245,949 | +20.9% | 3,490 | +9.6% | 0.06% | -27.2% |
| Q1 2023 | $203,362 | -3.6% | 3,183 | +1.6% | 0.08% | +1.2% |
| Q1 2022 | $211,000 | -24.9% | 3,134 | -6.0% | 0.08% | -15.8% |
| Q4 2021 | $281,000 | -10.8% | 3,334 | -17.9% | 0.10% | -19.5% |
| Q3 2021 | $315,000 | +22.1% | 4,062 | +16.8% | 0.12% | +5.4% |
| Q2 2021 | $258,000 | – | 3,478 | – | 0.11% | – |
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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% |