ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 975 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,103,935 | -2.6% | 323,064 | +0.3% | 1.97% | +2.7% |
| Q2 2023 | $22,691,104 | +8.8% | 321,998 | -1.4% | 1.92% | +3.3% |
| Q1 2023 | $20,855,072 | +11.0% | 326,474 | +1.6% | 1.86% | +7.9% |
| Q4 2022 | $18,791,501 | -10.0% | 321,223 | -11.0% | 1.72% | -17.7% |
| Q3 2022 | $20,879,000 | +11.5% | 360,975 | +16.3% | 2.09% | +13.0% |
| Q2 2022 | $18,727,000 | -35.8% | 310,313 | -18.8% | 1.85% | -22.5% |
| Q1 2022 | $29,192,000 | -12.6% | 382,194 | -4.3% | 2.39% | -7.4% |
| Q4 2021 | $33,410,000 | +10.1% | 399,310 | -2.7% | 2.58% | +33.6% |
| Q3 2021 | $30,332,000 | -0.1% | 410,449 | -1.7% | 1.93% | -2.2% |
| Q2 2021 | $30,371,000 | +10.5% | 417,641 | -1.1% | 1.97% | +7.8% |
| Q1 2021 | $27,494,000 | -6.3% | 422,276 | -8.1% | 1.83% | -9.4% |
| Q4 2020 | $29,334,000 | +3.1% | 459,714 | +273.4% | 2.02% | -6.7% |
| Q3 2020 | $28,452,000 | +12.0% | 123,127 | +0.6% | 2.17% | +1.1% |
| Q2 2020 | $25,400,000 | +59.2% | 122,414 | +26.7% | 2.14% | +3.8% |
| Q1 2020 | $15,951,000 | -10.5% | 96,644 | +5.0% | 2.06% | +13.2% |
| Q4 2019 | $17,820,000 | -1.8% | 92,028 | -8.7% | 1.82% | -5.4% |
| Q3 2019 | $18,152,000 | +1336.1% | 100,826 | +991.4% | 1.93% | +452.7% |
| Q2 2017 | $1,264,000 | +72.7% | 9,238 | +66.1% | 0.35% | +71.1% |
| Q1 2017 | $732,000 | – | 5,563 | – | 0.20% | – |
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% |