ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,188 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $274,775 | -9.1% | 4,016 | -6.3% | 0.06% | -4.6% |
| Q2 2023 | $302,218 | +10.3% | 4,288 | 0.0% | 0.06% | +4.8% |
| Q1 2023 | $273,960 | +16.6% | 4,288 | +6.8% | 0.06% | +19.2% |
| Q4 2022 | $234,936 | -11.3% | 4,016 | -12.4% | 0.05% | -22.4% |
| Q3 2022 | $265,000 | +9.5% | 4,582 | +14.1% | 0.07% | +11.7% |
| Q2 2022 | $242,000 | -21.2% | 4,016 | 0.0% | 0.06% | -9.1% |
| Q1 2022 | $307,000 | -8.6% | 4,016 | 0.0% | 0.07% | -5.7% |
| Q4 2021 | $336,000 | +13.1% | 4,016 | 0.0% | 0.07% | 0.0% |
| Q3 2021 | $297,000 | +1.7% | 4,016 | 0.0% | 0.07% | +1.4% |
| Q2 2021 | $292,000 | – | 4,016 | – | 0.07% | – |
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% |