ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,085 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $634,253 | -2.9% | 9,270 | 0.0% | 0.13% | +0.8% |
| Q2 2023 | $653,350 | +10.3% | 9,270 | 0.0% | 0.13% | +4.1% |
| Q1 2023 | $592,260 | +9.2% | 9,270 | 0.0% | 0.12% | +6.1% |
| Q4 2022 | $542,295 | +1.2% | 9,270 | 0.0% | 0.11% | -8.1% |
| Q3 2022 | $536,000 | -4.1% | 9,270 | 0.0% | 0.12% | +2.5% |
| Q2 2022 | $559,000 | -21.4% | 9,270 | -0.5% | 0.12% | -9.7% |
| Q1 2022 | $711,000 | -8.7% | 9,320 | 0.0% | 0.13% | -8.8% |
| Q4 2021 | $779,000 | +13.2% | 9,320 | 0.0% | 0.15% | +4.3% |
| Q3 2021 | $688,000 | +1.5% | 9,320 | 0.0% | 0.14% | 0.0% |
| Q2 2021 | $678,000 | +9.2% | 9,320 | -2.3% | 0.14% | +2.9% |
| Q1 2021 | $621,000 | +2.0% | 9,540 | 0.0% | 0.14% | -5.5% |
| Q4 2020 | $609,000 | +10.5% | 9,540 | +300.0% | 0.14% | 0.0% |
| Q3 2020 | $551,000 | +11.3% | 2,385 | 0.0% | 0.14% | +6.6% |
| Q2 2020 | $495,000 | +25.6% | 2,385 | 0.0% | 0.14% | +7.1% |
| Q1 2020 | $394,000 | -14.7% | 2,385 | 0.0% | 0.13% | +6.7% |
| Q4 2019 | $462,000 | +7.7% | 2,385 | 0.0% | 0.12% | +1.7% |
| Q3 2019 | $429,000 | +0.5% | 2,385 | 0.0% | 0.12% | -1.7% |
| Q2 2019 | $427,000 | +3.9% | 2,385 | 0.0% | 0.12% | +0.8% |
| Q1 2019 | $411,000 | +14.5% | 2,385 | 0.0% | 0.12% | +3.5% |
| Q4 2018 | $359,000 | -15.1% | 2,385 | 0.0% | 0.11% | -0.9% |
| Q3 2018 | $423,000 | +9.0% | 2,385 | 0.0% | 0.12% | 0.0% |
| Q2 2018 | $388,000 | +4.9% | 2,385 | 0.0% | 0.12% | +3.6% |
| Q1 2018 | $370,000 | +5.7% | 2,385 | +4.1% | 0.11% | +12.1% |
| Q4 2017 | $350,000 | – | 2,292 | – | 0.10% | – |
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% |