ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,085 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $15,707,610 | +0.8% | 229,576 | +3.8% | 1.16% | +4.2% |
Q2 2023 | $15,587,233 | +11.7% | 221,158 | +1.2% | 1.11% | +11.8% |
Q1 2023 | $13,959,761 | +6.9% | 218,497 | -2.1% | 0.99% | -1.1% |
Q4 2022 | $13,061,603 | -7.7% | 223,275 | -8.7% | 1.00% | -14.9% |
Q3 2022 | $14,148,000 | -8.8% | 244,560 | -4.8% | 1.18% | -4.5% |
Q2 2022 | $15,511,000 | -19.9% | 257,021 | +1.4% | 1.24% | -4.7% |
Q1 2022 | $19,361,000 | -5.8% | 253,484 | +3.2% | 1.30% | -3.0% |
Q4 2021 | $20,561,000 | +64.4% | 245,735 | +42.9% | 1.34% | +36.0% |
Q2 2021 | $12,507,000 | +580.1% | 171,971 | +508.7% | 0.98% | +455.9% |
Q1 2021 | $1,839,000 | -0.4% | 28,252 | -2.3% | 0.18% | -7.8% |
Q4 2020 | $1,846,000 | -56.8% | 28,924 | +56.5% | 0.19% | -41.3% |
Q3 2020 | $4,271,000 | +78.6% | 18,481 | +60.3% | 0.33% | -9.2% |
Q2 2020 | $2,392,000 | +3.5% | 11,530 | -3.4% | 0.36% | +23.7% |
Q4 2019 | $2,310,000 | – | 11,931 | – | 0.29% | – |
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% |