ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,188 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $694,179 | +37281.7% | 10,146 | -61.5% | 0.15% | -49.5% |
| Q2 2023 | $1,857 | +0.3% | 26,350 | -9.1% | 0.30% | -1.6% |
| Q1 2023 | $1,852 | +63.0% | 28,981 | +49.2% | 0.30% | +42.7% |
| Q4 2022 | $1,136 | -99.8% | 19,424 | +91.4% | 0.21% | +41.1% |
| Q3 2022 | $694,179 | -51.0% | 10,146 | -53.7% | 0.15% | -52.5% |
| Q2 2022 | $1,418,000 | -31.2% | 21,932 | -20.9% | 0.32% | -24.1% |
| Q1 2022 | $2,062,000 | – | 27,710 | – | 0.42% | – |
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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% |