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 2021 | $81,301 | +1.6% | 1,100 | 0.0% | 0.00% | -25.0% |
| Q2 2021 | $80,003 | +11.7% | 1,100 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $71,621 | +2.0% | 1,100 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $70,202 | +10.5% | 1,100 | +300.0% | 0.00% | 0.0% |
| Q3 2020 | $63,547 | +11.4% | 275 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $57,060 | +25.7% | 275 | 0.0% | 0.00% | -20.0% |
| Q1 2020 | $45,389 | -14.8% | 275 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $53,251 | +7.6% | 275 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $49,508 | +0.4% | 275 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $49,291 | +4.0% | 275 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $47,399 | +14.4% | 275 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $41,434 | -15.0% | 275 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $48,722 | +9.0% | 275 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $44,718 | +4.9% | 275 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $42,644 | +1.5% | 275 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $42,012 | +6.5% | 275 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $39,441 | – | 275 | – | 0.01% | – |
Download | ||||||
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% |