ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,729,684 | +10.4% | 186,052 | +13.7% | 0.48% | +13.8% |
| Q2 2023 | $11,529,035 | +13.2% | 163,579 | +2.6% | 0.43% | +7.3% |
| Q1 2023 | $10,185,349 | +239837.6% | 159,420 | +119.7% | 0.40% | +66.1% |
| Q4 2022 | $4,245 | -99.9% | 72,564 | -24.1% | 0.24% | -28.9% |
| Q3 2022 | $5,533,000 | -55.7% | 95,646 | -53.8% | 0.34% | -34.8% |
| Q2 2022 | $12,494,000 | -48.8% | 207,029 | -35.0% | 0.52% | -21.1% |
| Q1 2022 | $24,396,000 | +9.4% | 318,389 | +19.4% | 0.65% | +31.9% |
| Q4 2021 | $22,308,000 | +55.1% | 266,614 | +37.0% | 0.50% | +29.9% |
| Q3 2021 | $14,386,000 | -2.8% | 194,644 | -4.4% | 0.38% | -5.0% |
| Q2 2021 | $14,807,000 | -17.7% | 203,587 | -26.2% | 0.40% | -16.3% |
| Q1 2021 | $17,999,000 | – | 275,943 | – | 0.48% | – |
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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% |