ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,085 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $383,644 | -86.9% | 5,589 | -85.5% | 0.05% | -81.6% |
| Q1 2022 | $2,934,000 | -12.9% | 38,422 | -4.6% | 0.27% | -15.2% |
| Q4 2021 | $3,369,000 | -21.7% | 40,272 | -30.8% | 0.32% | -28.4% |
| Q3 2021 | $4,302,000 | +10.0% | 58,209 | +8.2% | 0.44% | +7.8% |
| Q2 2021 | $3,911,000 | +17.4% | 53,777 | +3.0% | 0.41% | +11.2% |
| Q1 2021 | $3,331,000 | 0.0% | 52,200 | 0.0% | 0.37% | -1.9% |
| Q4 2020 | $3,331,000 | – | 52,200 | – | 0.37% | – |
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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% |