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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $270,618 | +2.4% | 3,955 | +5.5% | 0.27% | +8.0% |
| Q2 2023 | $264,246 | +10.3% | 3,749 | 0.0% | 0.25% | +6.8% |
| Q1 2023 | $239,534 | +8.5% | 3,749 | -0.7% | 0.23% | +13.6% |
| Q4 2022 | $220,783 | -1.0% | 3,774 | -2.2% | 0.21% | -7.2% |
| Q3 2022 | $223,000 | -5.5% | 3,857 | -1.2% | 0.22% | +1.4% |
| Q2 2022 | $236,000 | -20.8% | 3,905 | 0.0% | 0.22% | -4.8% |
| Q1 2022 | $298,000 | -8.9% | 3,905 | 0.0% | 0.23% | -5.0% |
| Q4 2021 | $327,000 | +13.5% | 3,905 | +0.1% | 0.24% | 0.0% |
| Q3 2021 | $288,000 | +0.7% | 3,902 | -0.8% | 0.24% | -2.0% |
| Q2 2021 | $286,000 | +4.4% | 3,932 | -6.6% | 0.25% | -6.1% |
| Q1 2021 | $274,000 | +1.9% | 4,212 | -0.0% | 0.26% | -1.9% |
| Q4 2020 | $269,000 | – | 4,213 | – | 0.27% | – |
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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% |