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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $5,130,000 | -36.3% | 67,171 | -30.2% | 4.84% | -28.0% |
| Q4 2021 | $8,051,000 | +19.3% | 96,219 | +5.4% | 6.71% | +9.1% |
| Q3 2021 | $6,750,000 | +116.4% | 91,328 | +112.9% | 6.15% | +103.1% |
| Q2 2021 | $3,119,000 | +244.6% | 42,893 | +208.5% | 3.03% | +222.0% |
| Q1 2021 | $905,000 | -80.0% | 13,902 | -80.4% | 0.94% | -75.9% |
| Q4 2020 | $4,524,000 | – | 70,891 | – | 3.90% | – |
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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% |