ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 350 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2016 | $17,905,000 | -53.3% | 153,586 | -53.5% | 3.30% | -43.9% |
Q1 2016 | $38,304,000 | -13.3% | 330,518 | -13.3% | 5.89% | -8.3% |
Q4 2015 | $44,165,000 | -65.7% | 381,393 | -68.1% | 6.42% | -46.0% |
Q3 2015 | $128,944,000 | -1.4% | 1,196,144 | +4.1% | 11.89% | +9.3% |
Q2 2015 | $130,823,000 | +6.1% | 1,148,990 | +6.2% | 10.88% | -3.9% |
Q1 2015 | $123,336,000 | +2.1% | 1,082,384 | +0.0% | 11.31% | +8.7% |
Q4 2014 | $120,749,000 | -8.8% | 1,081,988 | -12.8% | 10.41% | -11.7% |
Q3 2014 | $132,469,000 | +6.5% | 1,240,178 | +4.9% | 11.79% | -1.8% |
Q2 2014 | $124,413,000 | +37.5% | 1,182,755 | +30.5% | 12.00% | +22.4% |
Q1 2014 | $90,462,000 | +6.7% | 906,241 | +5.6% | 9.81% | -24.9% |
Q4 2013 | $84,769,000 | +23.1% | 858,518 | +6.3% | 13.06% | +10.4% |
Q3 2013 | $68,836,000 | +2.4% | 807,912 | +0.9% | 11.83% | +5.3% |
Q2 2013 | $67,194,000 | – | 800,565 | – | 11.24% | – |
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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% |