ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $363,515 | -2.9% | 5,313 | 0.0% | 0.02% | +5.6% |
| Q2 2023 | $374,460 | +10.3% | 5,313 | 0.0% | 0.02% | +5.9% |
| Q1 2023 | $339,448 | +9.2% | 5,313 | 0.0% | 0.02% | +6.2% |
| Q4 2022 | $310,811 | -30.8% | 5,313 | -31.5% | 0.02% | -36.0% |
| Q3 2022 | $449,000 | -4.1% | 7,757 | 0.0% | 0.02% | +4.2% |
| Q2 2022 | $468,000 | -44.3% | 7,757 | -29.5% | 0.02% | -38.5% |
| Q1 2022 | $840,000 | -11.2% | 10,996 | -2.7% | 0.04% | -4.9% |
| Q4 2021 | $946,000 | +72.6% | 11,303 | +52.6% | 0.04% | +64.0% |
| Q3 2021 | $548,000 | +18.6% | 7,408 | +16.6% | 0.02% | +19.0% |
| Q2 2021 | $462,000 | +6.0% | 6,352 | -5.1% | 0.02% | +5.0% |
| Q1 2021 | $436,000 | -9.5% | 6,696 | -11.4% | 0.02% | -16.7% |
| Q4 2020 | $482,000 | +10.3% | 7,560 | +300.0% | 0.02% | 0.0% |
| Q3 2020 | $437,000 | +4.0% | 1,890 | -6.7% | 0.02% | +4.3% |
| Q2 2020 | $420,000 | +23.2% | 2,026 | -1.9% | 0.02% | +9.5% |
| Q1 2020 | $341,000 | +51.6% | 2,066 | +64.6% | 0.02% | +90.9% |
| Q2 2019 | $225,000 | -0.9% | 1,255 | -4.7% | 0.01% | 0.0% |
| Q1 2019 | $227,000 | – | 1,317 | – | 0.01% | – |
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% |