ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 752 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.92 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $352 | -2.5% | 5,140 | 0.0% | 0.03% | -3.2% |
| Q2 2023 | $361 | +10.1% | 5,140 | 0.0% | 0.03% | +3.3% |
| Q1 2023 | $328 | +9.0% | 5,140 | -0.1% | 0.03% | -3.2% |
| Q4 2022 | $301 | -99.8% | 5,143 | +62.5% | 0.03% | +55.0% |
| Q3 2022 | $183,000 | -53.9% | 3,165 | -39.0% | 0.02% | -54.5% |
| Q1 2022 | $397,000 | +67.5% | 5,188 | +82.7% | 0.04% | +51.7% |
| Q4 2021 | $237,000 | -61.0% | 2,839 | -65.5% | 0.03% | -63.8% |
| Q3 2021 | $608,000 | +3.8% | 8,234 | +2.3% | 0.08% | -8.0% |
| Q2 2021 | $586,000 | +71.3% | 8,052 | +53.3% | 0.09% | +13.0% |
| Q1 2021 | $342,000 | +2.1% | 5,252 | 0.0% | 0.08% | +14.9% |
| Q4 2020 | $335,000 | +10.6% | 5,252 | +300.0% | 0.07% | 0.0% |
| Q3 2020 | $303,000 | -2.6% | 1,313 | -12.6% | 0.07% | -21.2% |
| Q2 2020 | $311,000 | +25.4% | 1,503 | 0.0% | 0.08% | +14.9% |
| Q1 2020 | $248,000 | -14.8% | 1,503 | 0.0% | 0.07% | -9.8% |
| Q4 2019 | $291,000 | +3.6% | 1,503 | -3.8% | 0.08% | -11.8% |
| Q3 2019 | $281,000 | +0.4% | 1,562 | 0.0% | 0.09% | +3.3% |
| Q2 2019 | $280,000 | +273.3% | 1,562 | +259.1% | 0.09% | +246.2% |
| Q1 2019 | $75,000 | +167.9% | 435 | +133.9% | 0.03% | +136.4% |
| Q4 2018 | $28,000 | -3.4% | 186 | +2.8% | 0.01% | +10.0% |
| Q2 2018 | $29,000 | +262.5% | 181 | +262.0% | 0.01% | +150.0% |
| Q1 2018 | $8,000 | 0.0% | 50 | 0.0% | 0.00% | +33.3% |
| Q4 2017 | $8,000 | +14.3% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $7,000 | 0.0% | 50 | 0.0% | 0.00% | -25.0% |
| Q2 2017 | $7,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $7,000 | +16.7% | 50 | 0.0% | 0.00% | +33.3% |
| Q4 2016 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | -25.0% |
| Q3 2016 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $6,000 | -95.6% | 50 | -95.7% | 0.00% | -95.5% |
| Q4 2015 | $135,000 | – | 1,168 | – | 0.09% | – |
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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% |