ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,679 | -2.9% | 273 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $19,242 | +59.3% | 273 | +44.4% | 0.00% | +50.0% |
| Q1 2023 | $12,076 | +9.2% | 189 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $11,056 | +0.5% | 189 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $11,000 | -8.3% | 189 | -5.0% | 0.00% | 0.0% |
| Q2 2022 | $12,000 | -20.0% | 199 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $15,000 | -11.8% | 199 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $17,000 | +13.3% | 199 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $15,000 | +7.1% | 199 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $14,000 | +7.7% | 199 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $13,000 | -23.5% | 199 | -25.7% | 0.00% | -33.3% |
| Q4 2020 | $17,000 | +13.3% | 268 | +300.0% | 0.00% | 0.0% |
| Q3 2020 | $15,000 | +7.1% | 67 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $14,000 | +27.3% | 67 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $11,000 | -26.7% | 67 | -13.0% | 0.00% | 0.0% |
| Q4 2019 | $15,000 | -11.8% | 77 | -17.2% | 0.00% | -25.0% |
| Q3 2019 | $17,000 | 0.0% | 93 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $17,000 | +6.2% | 93 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $16,000 | +14.3% | 93 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $14,000 | -12.5% | 93 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $16,000 | +6.7% | 93 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $15,000 | +7.1% | 93 | 0.0% | 0.00% | +33.3% |
| Q1 2018 | $14,000 | 0.0% | 93 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $14,000 | – | 93 | – | 0.00% | – |
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% |