ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,907,594 | -4.0% | 42,496 | -1.1% | 0.36% | -0.6% |
| Q2 2023 | $3,028,825 | -0.8% | 42,974 | -10.1% | 0.36% | -5.8% |
| Q1 2023 | $3,052,660 | +25.2% | 47,780 | +13.4% | 0.38% | +8.2% |
| Q3 2022 | $2,438,000 | -16.2% | 42,144 | -9.7% | 0.35% | -9.3% |
| Q2 2022 | $2,909,000 | +194.4% | 46,687 | +230.2% | 0.39% | +220.7% |
| Q1 2022 | $988,000 | +78.0% | 14,138 | +113.1% | 0.12% | +92.1% |
| Q4 2021 | $555,000 | +14.2% | 6,634 | +0.9% | 0.06% | -3.1% |
| Q3 2021 | $486,000 | -3.2% | 6,575 | +0.1% | 0.06% | -12.2% |
| Q2 2021 | $502,000 | +16.2% | 6,571 | -1.0% | 0.07% | +5.7% |
| Q1 2021 | $432,000 | -1.1% | 6,637 | -0.9% | 0.07% | -6.7% |
| Q4 2020 | $437,000 | +12.9% | 6,697 | +300.3% | 0.08% | -3.8% |
| Q3 2020 | $387,000 | +10.3% | 1,673 | -1.3% | 0.08% | -8.2% |
| Q2 2020 | $351,000 | +29.0% | 1,695 | +2.5% | 0.08% | +32.8% |
| Q1 2020 | $272,000 | +17.2% | 1,653 | +37.6% | 0.06% | +36.2% |
| Q4 2019 | $232,000 | +9.4% | 1,201 | 0.0% | 0.05% | -7.8% |
| Q3 2018 | $212,000 | +8.7% | 1,201 | 0.0% | 0.05% | 0.0% |
| Q2 2018 | $195,000 | -42.3% | 1,201 | -51.5% | 0.05% | -46.3% |
| Q2 2017 | $338,000 | – | 2,474 | – | 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% |