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 | $1,175,114 | -3.7% | 17,175 | -0.8% | 0.02% | 0.0% |
| Q2 2023 | $1,220,784 | -2.0% | 17,321 | -11.2% | 0.02% | -5.3% |
| Q1 2023 | $1,245,727 | +5.5% | 19,498 | -3.4% | 0.02% | 0.0% |
| Q4 2022 | $1,181,174 | -9.6% | 20,191 | -10.5% | 0.02% | -17.4% |
| Q3 2022 | $1,306,000 | -24.8% | 22,571 | -21.5% | 0.02% | -20.7% |
| Q2 2022 | $1,736,000 | -30.4% | 28,761 | -11.9% | 0.03% | -17.1% |
| Q1 2022 | $2,494,000 | -4.7% | 32,650 | +4.3% | 0.04% | 0.0% |
| Q4 2021 | $2,618,000 | +10.3% | 31,295 | -2.6% | 0.04% | +2.9% |
| Q3 2021 | $2,374,000 | -19.6% | 32,120 | -20.9% | 0.03% | -19.0% |
| Q2 2021 | $2,954,000 | +17.4% | 40,618 | +5.1% | 0.04% | +7.7% |
| Q1 2021 | $2,516,000 | -29.0% | 38,644 | -30.4% | 0.04% | -33.9% |
| Q4 2020 | $3,544,000 | +18.3% | 55,537 | +328.6% | 0.06% | +1.7% |
| Q3 2020 | $2,995,000 | +17.5% | 12,959 | +5.4% | 0.06% | +9.4% |
| Q2 2020 | $2,550,000 | +35.6% | 12,292 | +7.9% | 0.05% | +15.2% |
| Q1 2020 | $1,881,000 | -0.2% | 11,395 | +17.1% | 0.05% | +15.0% |
| Q4 2019 | $1,885,000 | +21.0% | 9,732 | +12.5% | 0.04% | +14.3% |
| Q3 2019 | $1,558,000 | +3.5% | 8,653 | +3.0% | 0.04% | +6.1% |
| Q2 2019 | $1,506,000 | +7.0% | 8,400 | +2.8% | 0.03% | +3.1% |
| Q1 2019 | $1,408,000 | +19.3% | 8,171 | +4.4% | 0.03% | +10.3% |
| Q4 2018 | $1,180,000 | -17.8% | 7,830 | -3.4% | 0.03% | -9.4% |
| Q3 2018 | $1,436,000 | +5.1% | 8,103 | -3.5% | 0.03% | -3.0% |
| Q2 2018 | $1,366,000 | +4.1% | 8,398 | -0.7% | 0.03% | 0.0% |
| Q1 2018 | $1,312,000 | -19.9% | 8,461 | -25.9% | 0.03% | -23.3% |
| Q4 2017 | $1,638,000 | 0.0% | 11,422 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $1,638,000 | -29.3% | 11,422 | -32.5% | 0.04% | -32.8% |
| Q2 2017 | $2,316,000 | +7.6% | 16,920 | +3.3% | 0.06% | +4.9% |
| Q1 2017 | $2,153,000 | – | 16,373 | – | 0.06% | – |
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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% |