ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,172 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $979,501 | -2.9% | 14,316 | 0.0% | 0.24% | -1.6% |
| Q2 2023 | $1,008,992 | +18.8% | 14,316 | +7.7% | 0.24% | +15.6% |
| Q1 2023 | $848,970 | -2.8% | 13,288 | -11.0% | 0.21% | -18.8% |
| Q4 2022 | $873,171 | -3.0% | 14,926 | +0.1% | 0.26% | -20.4% |
| Q2 2022 | $900,000 | -21.0% | 14,912 | 0.0% | 0.33% | -26.3% |
| Q1 2022 | $1,139,000 | -8.7% | 14,912 | 0.0% | 0.44% | -8.6% |
| Q4 2021 | $1,248,000 | – | 14,912 | – | 0.49% | – |
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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% |