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 | $2,100,100 | -3.1% | 30,694 | -0.1% | 0.80% | +1.8% |
| Q2 2023 | $2,166,290 | +10.3% | 30,736 | +0.0% | 0.78% | +4.0% |
| Q1 2023 | $1,963,360 | +5.2% | 30,730 | -3.7% | 0.75% | -1.4% |
| Q4 2022 | $1,866,737 | +1.8% | 31,910 | +0.6% | 0.76% | -8.1% |
| Q3 2022 | $1,834,000 | -4.4% | 31,706 | -0.3% | 0.83% | -3.9% |
| Q2 2022 | $1,919,000 | -22.5% | 31,804 | -1.9% | 0.86% | -13.9% |
| Q1 2022 | $2,477,000 | -9.7% | 32,436 | -1.1% | 1.00% | -17.4% |
| Q4 2021 | $2,744,000 | +16.1% | 32,792 | +2.5% | 1.22% | -30.5% |
| Q3 2021 | $2,364,000 | -2.4% | 31,991 | -4.0% | 1.75% | -1.0% |
| Q2 2021 | $2,422,000 | +10.4% | 33,307 | -1.1% | 1.77% | +1.3% |
| Q1 2021 | $2,193,000 | -2.1% | 33,680 | -4.0% | 1.74% | -15.0% |
| Q4 2020 | $2,239,000 | – | 35,092 | – | 2.05% | – |
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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% |