ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,309 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $314,322 | -35.7% | 4,594 | -33.8% | 0.02% | -32.1% |
| Q2 2023 | $489,202 | +10.4% | 6,941 | +0.1% | 0.03% | +7.7% |
| Q1 2023 | $442,950 | +10.9% | 6,933 | +1.5% | 0.03% | +13.0% |
| Q4 2022 | $399,555 | +2.7% | 6,830 | +1.7% | 0.02% | -8.0% |
| Q3 2022 | $389,000 | -3.5% | 6,718 | +0.6% | 0.02% | 0.0% |
| Q2 2022 | $403,000 | -22.4% | 6,679 | -1.8% | 0.02% | -16.7% |
| Q1 2022 | $519,000 | -8.8% | 6,801 | 0.0% | 0.03% | -9.1% |
| Q4 2021 | $569,000 | +13.6% | 6,801 | +0.3% | 0.03% | -2.9% |
| Q3 2021 | $501,000 | -1.0% | 6,779 | -2.6% | 0.03% | 0.0% |
| Q2 2021 | $506,000 | +11.9% | 6,959 | +0.3% | 0.03% | +3.0% |
| Q1 2021 | $452,000 | +9.4% | 6,938 | +7.2% | 0.03% | 0.0% |
| Q4 2020 | $413,000 | +10.1% | 6,474 | +299.1% | 0.03% | 0.0% |
| Q3 2020 | $375,000 | +51.8% | 1,622 | +36.1% | 0.03% | +43.5% |
| Q2 2020 | $247,000 | +25.4% | 1,192 | 0.0% | 0.02% | +9.5% |
| Q1 2020 | $197,000 | – | 1,192 | – | 0.02% | – |
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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% |