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 | $302,369 | -2.6% | 4,419 | -16.7% | 0.07% | -9.0% |
| Q2 2023 | $310,488 | 0.0% | 5,307 | 0.0% | 0.08% | 0.0% |
| Q1 2023 | $310,488 | +0.0% | 5,307 | 0.0% | 0.08% | 0.0% |
| Q4 2022 | $310,487 | +7.4% | 5,307 | +6.1% | 0.08% | +1.3% |
| Q3 2022 | $289,000 | -4.3% | 5,001 | 0.0% | 0.08% | -7.2% |
| Q2 2022 | $302,000 | -20.9% | 5,001 | 0.0% | 0.08% | 0.0% |
| Q1 2022 | $382,000 | -9.7% | 5,001 | -1.0% | 0.08% | -10.8% |
| Q4 2021 | $423,000 | +11.3% | 5,051 | -1.8% | 0.09% | +3.3% |
| Q3 2021 | $380,000 | -8.9% | 5,146 | -10.2% | 0.09% | -8.2% |
| Q2 2021 | $417,000 | +1.5% | 5,728 | -9.2% | 0.10% | -6.7% |
| Q1 2021 | $411,000 | -3.3% | 6,307 | -5.2% | 0.10% | -1.9% |
| Q4 2020 | $425,000 | +10.7% | 6,652 | +300.0% | 0.11% | -3.6% |
| Q3 2020 | $384,000 | +11.3% | 1,663 | 0.0% | 0.11% | -5.9% |
| Q2 2020 | $345,000 | +25.9% | 1,663 | 0.0% | 0.12% | -2.5% |
| Q1 2020 | $274,000 | +21.8% | 1,663 | +42.9% | 0.12% | +45.8% |
| Q4 2019 | $225,000 | – | 1,164 | – | 0.08% | – |
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% |