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 | $1,138,556 | -2.2% | 16,640 | +0.8% | 0.26% | 0.0% |
| Q2 2023 | $1,163,744 | +17.9% | 16,512 | +6.8% | 0.26% | +12.1% |
| Q1 2023 | $987,343 | +10.7% | 15,454 | +0.1% | 0.23% | -25.6% |
| Q4 2022 | $892,123 | -3.2% | 15,443 | -3.1% | 0.31% | -13.8% |
| Q3 2022 | $922,000 | -16.9% | 15,944 | -0.6% | 0.36% | -3.7% |
| Q2 2022 | $1,110,000 | -14.4% | 16,035 | -5.6% | 0.38% | -3.3% |
| Q1 2022 | $1,297,000 | -9.8% | 16,984 | -1.2% | 0.39% | -8.3% |
| Q4 2021 | $1,438,000 | +1.3% | 17,191 | -0.1% | 0.42% | 0.0% |
| Q3 2021 | $1,420,000 | +16.0% | 17,200 | +5.9% | 0.42% | +10.4% |
| Q2 2021 | $1,224,000 | +5.0% | 16,249 | -3.0% | 0.38% | +4.1% |
| Q1 2021 | $1,166,000 | +5.2% | 16,757 | -3.5% | 0.37% | -11.9% |
| Q4 2020 | $1,108,000 | – | 17,367 | – | 0.42% | – |
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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% |