ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,188 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $134,000 | -56.8% | 1,752 | -52.7% | 0.09% | -55.6% |
| Q4 2021 | $310,000 | +13.1% | 3,707 | 0.0% | 0.21% | +3.5% |
| Q3 2021 | $274,000 | +115.7% | 3,707 | +111.6% | 0.20% | +110.5% |
| Q2 2021 | $127,000 | +11.4% | 1,752 | 0.0% | 0.10% | +4.4% |
| Q1 2021 | $114,000 | -54.6% | 1,752 | -55.4% | 0.09% | -58.3% |
| Q4 2020 | $251,000 | – | 3,932 | – | 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% |