ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 427 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $15,087,000 | +60.0% | 132,503 | +60.1% | 0.01% | +50.0% |
| Q1 2015 | $9,431,000 | -13.0% | 82,766 | -14.8% | 0.01% | -27.3% |
| Q4 2014 | $10,835,000 | +191.5% | 97,091 | +179.1% | 0.01% | +175.0% |
| Q3 2014 | $3,717,000 | +30.1% | 34,793 | +28.1% | 0.00% | +33.3% |
| Q2 2014 | $2,857,000 | +20.4% | 27,163 | +14.3% | 0.00% | 0.0% |
| Q1 2014 | $2,372,000 | -49.4% | 23,760 | -50.0% | 0.00% | -50.0% |
| Q4 2013 | $4,692,000 | +113.0% | 47,515 | +92.7% | 0.01% | +100.0% |
| Q3 2013 | $2,203,000 | +29.5% | 24,655 | +21.8% | 0.00% | 0.0% |
| Q2 2013 | $1,701,000 | – | 20,249 | – | 0.00% | – |
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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% |