ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 705 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,353 | -92.0% | 49 | -90.3% | 0.00% | -100.0% |
| Q4 2021 | $42,000 | +13.5% | 504 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $37,000 | 0.0% | 504 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $37,000 | +12.1% | 504 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $33,000 | +3.1% | 504 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $32,000 | +10.3% | 504 | +300.0% | 0.00% | 0.0% |
| Q3 2020 | $29,000 | 0.0% | 126 | -8.7% | 0.00% | 0.0% |
| Q2 2020 | $29,000 | +26.1% | 138 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $23,000 | -14.8% | 138 | 0.0% | 0.00% | +33.3% |
| Q4 2019 | $27,000 | +8.0% | 138 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $25,000 | 0.0% | 138 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $25,000 | +4.2% | 138 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $24,000 | +14.3% | 138 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $21,000 | -12.5% | 138 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $24,000 | +9.1% | 138 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $22,000 | +4.8% | 138 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $21,000 | +5.0% | 138 | +7.8% | 0.00% | 0.0% |
| Q4 2017 | $20,000 | +11.1% | 128 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $18,000 | 0.0% | 128 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $18,000 | +5.9% | 128 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $17,000 | +6.2% | 128 | 0.0% | 0.00% | +50.0% |
| Q4 2016 | $16,000 | – | 128 | – | 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% |