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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,047,373 | -5.4% | 15,308 | -2.6% | 0.60% | -3.1% |
| Q2 2023 | $1,107,664 | +10.3% | 15,716 | 0.0% | 0.62% | +3.9% |
| Q1 2023 | $1,004,095 | +9.2% | 15,716 | 0.0% | 0.60% | +1.7% |
| Q4 2022 | $919,386 | +1.1% | 15,716 | 0.0% | 0.58% | -14.2% |
| Q3 2022 | $909,000 | -4.1% | 15,716 | 0.0% | 0.68% | -1.6% |
| Q2 2022 | $948,000 | -21.0% | 15,716 | 0.0% | 0.69% | -13.0% |
| Q1 2022 | $1,200,000 | -8.7% | 15,716 | 0.0% | 0.80% | -11.1% |
| Q4 2021 | $1,315,000 | – | 15,716 | – | 0.90% | – |
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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% |