ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,085 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,339,622 | -2.9% | 34,195 | 0.0% | 1.44% | -0.3% |
| Q2 2023 | $2,410,064 | +10.3% | 34,195 | 0.0% | 1.44% | +5.9% |
| Q1 2023 | $2,184,719 | +5.5% | 34,195 | -3.4% | 1.36% | +0.4% |
| Q4 2022 | $2,070,608 | +1.1% | 35,395 | 0.0% | 1.36% | -8.6% |
| Q3 2022 | $2,048,000 | -4.1% | 35,395 | 0.0% | 1.48% | +1.0% |
| Q2 2022 | $2,136,000 | -21.4% | 35,395 | -0.6% | 1.47% | -12.8% |
| Q1 2022 | $2,719,000 | -14.3% | 35,595 | -6.2% | 1.68% | -14.4% |
| Q4 2021 | $3,174,000 | +65.1% | 37,932 | +45.9% | 1.97% | +38.7% |
| Q3 2021 | $1,922,000 | +1.6% | 26,000 | 0.0% | 1.42% | +61.1% |
| Q2 2021 | $1,891,000 | +11.3% | 26,000 | -0.4% | 0.88% | -5.7% |
| Q1 2021 | $1,699,000 | – | 26,100 | – | 0.93% | – |
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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% |