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 | $491,916 | -2.7% | 7,190 | +0.2% | 0.25% | +5.5% |
| Q2 2023 | $505,740 | +8.3% | 7,176 | -1.8% | 0.24% | +0.4% |
| Q1 2023 | $466,841 | +12.7% | 7,307 | +3.2% | 0.24% | -2.9% |
| Q4 2022 | $414,054 | +1.2% | 7,078 | +0.0% | 0.24% | -9.7% |
| Q3 2022 | $409,000 | -2.9% | 7,075 | +1.4% | 0.27% | +0.4% |
| Q2 2022 | $421,000 | -12.5% | 6,978 | +10.8% | 0.27% | -0.7% |
| Q1 2022 | $481,000 | -7.0% | 6,296 | +1.9% | 0.27% | +3.5% |
| Q4 2021 | $517,000 | +13.6% | 6,176 | +0.4% | 0.26% | +1.2% |
| Q3 2021 | $455,000 | +7.1% | 6,151 | +5.4% | 0.26% | +5.8% |
| Q2 2021 | $425,000 | +26.5% | 5,838 | +10.9% | 0.24% | +3.0% |
| Q1 2021 | $336,000 | 0.0% | 5,266 | 0.0% | 0.24% | +4.9% |
| Q4 2020 | $336,000 | – | 5,266 | – | 0.22% | – |
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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% |