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 | $1,806 | +205.1% | 26,400 | +214.3% | 0.00% | +200.0% |
| Q2 2023 | $592 | -74.4% | 8,400 | -76.8% | 0.00% | -66.7% |
| Q1 2023 | $2,313 | -99.8% | 36,200 | +102.2% | 0.00% | +200.0% |
| Q3 2022 | $1,036,000 | -63.7% | 17,900 | -62.2% | 0.00% | -66.7% |
| Q2 2022 | $2,855,000 | +42.2% | 47,300 | +97.1% | 0.00% | +50.0% |
| Q4 2021 | $2,008,000 | -12.9% | 24,000 | -23.1% | 0.00% | -33.3% |
| Q3 2021 | $2,306,000 | +482.3% | 31,200 | +403.2% | 0.00% | – |
| Q4 2020 | $396,000 | -81.4% | 6,200 | -32.6% | 0.00% | -100.0% |
| Q3 2020 | $2,126,000 | +176.8% | 9,200 | +148.6% | 0.00% | +100.0% |
| Q2 2020 | $768,000 | +260.6% | 3,700 | +236.4% | 0.00% | – |
| Q4 2019 | $213,000 | -66.0% | 1,100 | -68.6% | 0.00% | -100.0% |
| Q2 2019 | $627,000 | +48.6% | 3,500 | +25.0% | 0.00% | – |
| Q4 2018 | $422,000 | – | 2,800 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Howard Capital Management Inc. | 67,188 | $12,718,000 | 18.18% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 115,650 | $17,425,000 | 15.03% |
| Salomon & Ludwin, LLC | 415,820 | $62,652,000 | 14.47% |
| Silicon Valley Capital Partners | 159,354 | $24,010,000 | 12.06% |
| CHURCHILL MANAGEMENT Corp | 1,822,833 | $274,646,000 | 12.04% |
| LVZ, Inc. | 256,082 | $38,584,000 | 10.97% |
| Regal Wealth Group, Inc. | 77,785 | $11,720,000 | 10.68% |
| Paragon Wealth Strategies, LLC | 92,575 | $13,809,000 | 9.78% |
| Centerpoint Advisors, LLC | 68,370 | $10,301,000 | 9.77% |
| Pinnacle Family Advisors, LLC | 91,920 | $13,850,000 | 9.32% |