ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,092,052 | -2.9% | 15,961 | 0.0% | 0.03% | -5.7% |
| Q2 2023 | $1,124,931 | +9.6% | 15,961 | -0.7% | 0.04% | 0.0% |
| Q1 2023 | $1,026,585 | +17.1% | 16,068 | +7.2% | 0.04% | +9.4% |
| Q4 2022 | $876,798 | +5.5% | 14,988 | +4.3% | 0.03% | -5.9% |
| Q3 2022 | $831,000 | -4.2% | 14,364 | 0.0% | 0.03% | -2.9% |
| Q2 2022 | $867,000 | +42.1% | 14,364 | +79.7% | 0.04% | +34.6% |
| Q1 2022 | $610,000 | -8.8% | 7,992 | 0.0% | 0.03% | -10.3% |
| Q4 2021 | $669,000 | +13.2% | 7,992 | 0.0% | 0.03% | -3.3% |
| Q3 2021 | $591,000 | +1.7% | 7,992 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $581,000 | +6.2% | 7,992 | -4.9% | 0.03% | -3.2% |
| Q1 2021 | $547,000 | +1.9% | 8,408 | 0.0% | 0.03% | -6.1% |
| Q4 2020 | $537,000 | – | 8,408 | – | 0.03% | – |
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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% |