ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,188 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $938,410 | +2.1% | 13,716 | +5.2% | 0.07% | +14.1% |
| Q2 2023 | $918,782 | +12.8% | 13,036 | +3.7% | 0.06% | +12.3% |
| Q1 2023 | $814,814 | +19.0% | 12,567 | +7.3% | 0.06% | -10.9% |
| Q4 2022 | $684,861 | -47.4% | 11,707 | -47.9% | 0.06% | -41.8% |
| Q3 2022 | $1,301,000 | +31.7% | 22,486 | +37.3% | 0.11% | +39.2% |
| Q2 2022 | $988,000 | -16.8% | 16,378 | +5.3% | 0.08% | -1.2% |
| Q1 2022 | $1,188,000 | – | 15,557 | – | 0.08% | – |
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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% |