ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 867 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $199,000 | +13.1% | 2,381 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $176,000 | +4.8% | 2,381 | +3.3% | 0.02% | +7.1% |
| Q2 2021 | $168,000 | +12.0% | 2,306 | +0.0% | 0.01% | +7.7% |
| Q1 2021 | $150,000 | +2.0% | 2,305 | 0.0% | 0.01% | -7.1% |
| Q4 2020 | $147,000 | +10.5% | 2,305 | +300.2% | 0.01% | 0.0% |
| Q3 2020 | $133,000 | +9.0% | 576 | -1.7% | 0.01% | 0.0% |
| Q2 2020 | $122,000 | +25.8% | 586 | +0.2% | 0.01% | 0.0% |
| Q1 2020 | $97,000 | -14.2% | 585 | 0.0% | 0.01% | +7.7% |
| Q4 2019 | $113,000 | +7.6% | 585 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $105,000 | 0.0% | 585 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $105,000 | +4.0% | 585 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $101,000 | +68.3% | 585 | +46.2% | 0.01% | +44.4% |
| Q4 2018 | $60,000 | -15.5% | 400 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $71,000 | +9.2% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $65,000 | +4.8% | 400 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $62,000 | +1.6% | 400 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $61,000 | +7.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $57,000 | +3.6% | 400 | 0.0% | 0.01% | +12.5% |
| Q2 2017 | $55,000 | +3.8% | 400 | 0.0% | 0.01% | -11.1% |
| Q1 2017 | $53,000 | +8.2% | 400 | 0.0% | 0.01% | +12.5% |
| Q4 2016 | $49,000 | -32.9% | 400 | -33.3% | 0.01% | -38.5% |
| Q3 2016 | $73,000 | +4.3% | 600 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $70,000 | 0.0% | 600 | 0.0% | 0.01% | +8.3% |
| Q1 2016 | $70,000 | +1.4% | 600 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $69,000 | +6.2% | 600 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $65,000 | -4.4% | 600 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $68,000 | 0.0% | 600 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $68,000 | +1.5% | 600 | 0.0% | 0.01% | -25.0% |
| Q4 2014 | $67,000 | -29.5% | 600 | -32.7% | 0.02% | -30.4% |
| Q3 2014 | $95,000 | +1.1% | 891 | 0.0% | 0.02% | +4.5% |
| Q2 2014 | $94,000 | +5.6% | 891 | 0.0% | 0.02% | +4.8% |
| Q1 2014 | $89,000 | +1.1% | 891 | 0.0% | 0.02% | -4.5% |
| Q4 2013 | $88,000 | +10.0% | 891 | 0.0% | 0.02% | 0.0% |
| Q3 2013 | $80,000 | +6.7% | 891 | 0.0% | 0.02% | 0.0% |
| Q2 2013 | $75,000 | – | 891 | – | 0.02% | – |
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% |