ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 983 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $291,752 | -2.9% | 4,264 | 0.0% | 0.01% | +8.3% |
| Q2 2023 | $300,536 | +10.3% | 4,264 | 0.0% | 0.01% | +9.1% |
| Q1 2023 | $272,435 | +112476.4% | 4,264 | +3.1% | 0.01% | +10.0% |
| Q4 2022 | $242 | -99.9% | 4,134 | -0.5% | 0.01% | -9.1% |
| Q3 2022 | $240,000 | -8.4% | 4,154 | -4.3% | 0.01% | 0.0% |
| Q2 2022 | $262,000 | -22.5% | 4,339 | -1.9% | 0.01% | -8.3% |
| Q1 2022 | $338,000 | -11.7% | 4,422 | -3.4% | 0.01% | -7.7% |
| Q4 2021 | $383,000 | +18.6% | 4,577 | +4.9% | 0.01% | 0.0% |
| Q3 2021 | $323,000 | -9.8% | 4,364 | -11.4% | 0.01% | -7.1% |
| Q2 2021 | $358,000 | +24.7% | 4,924 | +11.8% | 0.01% | +7.7% |
| Q1 2021 | $287,000 | -8.6% | 4,404 | -10.6% | 0.01% | -13.3% |
| Q4 2020 | $314,000 | +10.6% | 4,924 | +300.0% | 0.02% | -6.2% |
| Q3 2020 | $284,000 | +11.4% | 1,231 | 0.0% | 0.02% | +14.3% |
| Q2 2020 | $255,000 | – | 1,231 | – | 0.01% | – |
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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% |