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 | $999,959 | -4.9% | 14,693 | -1.6% | 1.06% | +1.5% |
| Q2 2023 | $1,051,914 | +4.9% | 14,925 | -5.4% | 1.04% | +0.1% |
| Q1 2023 | $1,002,433 | +9.8% | 15,773 | +1.0% | 1.04% | +5.4% |
| Q4 2022 | $913,248 | +0.0% | 15,611 | +3.2% | 0.98% | -3.9% |
| Q2 2022 | $913,000 | -20.6% | 15,131 | +0.5% | 1.02% | -2.0% |
| Q1 2022 | $1,150,000 | -15.6% | 15,056 | -7.6% | 1.05% | -9.1% |
| Q4 2021 | $1,363,000 | – | 16,287 | – | 1.15% | – |
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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% |