ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,362 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $250,485 | -10.5% | 3,660 | -7.9% | 0.20% | -7.8% |
| Q2 2023 | $280,016 | +10.4% | 3,973 | +0.1% | 0.22% | +5.3% |
| Q1 2023 | $253,714 | +13.1% | 3,971 | +3.5% | 0.21% | +16.4% |
| Q4 2022 | $224,376 | +1.1% | 3,835 | +0.1% | 0.18% | -10.6% |
| Q3 2022 | $222,000 | -3.9% | 3,833 | +0.1% | 0.20% | +1.0% |
| Q2 2022 | $231,000 | -19.2% | 3,831 | +2.2% | 0.20% | -13.3% |
| Q1 2022 | $286,000 | -7.1% | 3,749 | +1.9% | 0.23% | -6.6% |
| Q4 2021 | $308,000 | – | 3,678 | – | 0.24% | – |
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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% |