ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,120 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $206,696 | +96940.4% | 3,021 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $213 | -99.9% | 3,021 | -10.1% | 0.03% | -17.1% |
| Q1 2022 | $257,000 | -8.5% | 3,360 | 0.0% | 0.04% | -7.9% |
| Q4 2021 | $281,000 | +13.3% | 3,360 | 0.0% | 0.04% | +2.7% |
| Q3 2021 | $248,000 | +1.6% | 3,360 | 0.0% | 0.04% | -2.6% |
| Q2 2021 | $244,000 | +11.4% | 3,360 | 0.0% | 0.04% | +8.6% |
| Q1 2021 | $219,000 | +2.3% | 3,360 | 0.0% | 0.04% | -2.8% |
| Q4 2020 | $214,000 | -11.6% | 3,360 | +61.6% | 0.04% | -57.6% |
| Q2 2016 | $242,000 | +0.4% | 2,079 | 0.0% | 0.08% | +1.2% |
| Q1 2016 | $241,000 | 0.0% | 2,079 | 0.0% | 0.08% | -5.6% |
| Q4 2015 | $241,000 | +19.3% | 2,079 | +17.0% | 0.09% | +18.7% |
| Q2 2015 | $202,000 | – | 1,777 | – | 0.08% | – |
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% |