FundX Investment Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 826 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.46 and the average weighting 0.9%.

Quarter-by-quarter ownership
FundX Investment Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$384,000
-61.0%
4,595
-65.5%
0.09%
-80.0%
Q3 2021$984,000
+239.3%
13,319
+851.4%
0.46%
+278.0%
Q2 2020$290,000
+25.5%
1,4000.0%0.12%
+44.7%
Q1 2020$231,000
-14.8%
1,4000.0%0.08%
+16.4%
Q4 2019$271,000
-26.2%
1,400
-31.3%
0.07%
-43.8%
Q3 2019$367,000
-97.2%
2,039
-97.2%
0.13%
-97.6%
Q2 2019$13,092,000
+5.3%
73,043
+1.2%
5.41%
+28.2%
Q1 2019$12,435,000
-6.0%
72,145
-17.8%
4.22%
-14.3%
Q4 2018$13,225,000
+162.0%
87,774
+208.1%
4.92%
+76.8%
Q3 2018$5,048,000
+10.9%
28,492
+1.8%
2.78%
+23.5%
Q2 2018$4,553,000
+4.9%
28,0000.0%2.25%
-1.1%
Q1 2018$4,342,000
-91.2%
28,000
-93.4%
2.28%
-81.5%
Q1 2016$49,391,000
-4.0%
426,187
-4.1%
12.30%
-27.4%
Q4 2015$51,460,000
+16.0%
444,387
+8.0%
16.93%
-22.4%
Q3 2015$44,375,000
-5.1%
411,646
+0.2%
21.83%
+12.6%
Q2 2015$46,778,000
+0.4%
410,836
+0.5%
19.38%
+34.8%
Q1 2015$46,602,000
-5.4%
408,970
-7.3%
14.38%
-2.7%
Q4 2014$49,245,000441,26614.77%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Howard Capital Management Inc. 67,188$12,718,00018.18%
EisnerAmper Wealth Management Corporate Benefits, LLC 115,650$17,425,00015.03%
Salomon & Ludwin, LLC 415,820$62,652,00014.47%
Silicon Valley Capital Partners 159,354$24,010,00012.06%
CHURCHILL MANAGEMENT Corp 1,822,833$274,646,00012.04%
LVZ, Inc. 256,082$38,584,00010.97%
Regal Wealth Group, Inc. 77,785$11,720,00010.68%
Paragon Wealth Strategies, LLC 92,575$13,809,0009.78%
Centerpoint Advisors, LLC 68,370$10,301,0009.77%
Pinnacle Family Advisors, LLC 91,920$13,850,0009.32%
View complete list of ISHARES TR shareholders