ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 429 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.32 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $1,721,000 | -7.0% | 12,575 | -10.6% | 0.06% | +400.0% |
| Q1 2017 | $1,851,000 | -20.3% | 14,071 | -26.2% | 0.01% | +18.2% |
| Q4 2016 | $2,323,000 | -19.1% | 19,076 | -19.2% | 0.01% | -21.4% |
| Q3 2016 | $2,871,000 | +6.2% | 23,599 | +1.8% | 0.01% | +7.7% |
| Q2 2016 | $2,703,000 | +23.1% | 23,183 | +22.3% | 0.01% | +18.2% |
| Q4 2015 | $2,195,000 | +182.9% | 18,958 | +163.4% | 0.01% | +266.7% |
| Q3 2015 | $776,000 | +37.3% | 7,197 | +45.2% | 0.00% | 0.0% |
| Q1 2015 | $565,000 | -59.1% | 4,958 | -60.0% | 0.00% | -50.0% |
| Q4 2014 | $1,383,000 | -4.8% | 12,388 | -28.3% | 0.01% | +20.0% |
| Q2 2013 | $1,452,000 | – | 17,286 | – | 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% |