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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,485,509 | -27.8% | 19,780 | -34.2% | 1.32% | -13.1% |
| Q3 2023 | $2,057,341 | +14.0% | 30,069 | +17.4% | 1.52% | +16.2% |
| Q2 2023 | $1,804,590 | +33.9% | 25,604 | +21.4% | 1.30% | +20.6% |
| Q1 2023 | $1,347,636 | +5.6% | 21,093 | -3.3% | 1.08% | -1.7% |
| Q4 2022 | $1,276,451 | +2.4% | 21,820 | +0.0% | 1.10% | -12.0% |
| Q3 2022 | $1,246,000 | -4.3% | 21,814 | +1.1% | 1.25% | -13.7% |
| Q2 2022 | $1,302,000 | +111.7% | 21,572 | +168.0% | 1.45% | +144.9% |
| Q1 2022 | $615,000 | -33.8% | 8,048 | -27.5% | 0.59% | -32.4% |
| Q4 2021 | $929,000 | – | 11,104 | – | 0.88% | – |
Download | ||||||
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% |