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 | $125,345 | -2.9% | 1,832 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $129,119 | +10.3% | 1,832 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $117,046 | +9.2% | 1,832 | 0.0% | 0.01% | +25.0% |
| Q4 2022 | $107,172 | +1.1% | 1,832 | 0.0% | 0.00% | -20.0% |
| Q3 2022 | $106,000 | -4.5% | 1,832 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $111,000 | -20.7% | 1,832 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $140,000 | -8.5% | 1,832 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $153,000 | +13.3% | 1,832 | 0.0% | 0.01% | +16.7% |
| Q3 2021 | $135,000 | +1.5% | 1,832 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $133,000 | +11.8% | 1,832 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $119,000 | +1.7% | 1,832 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $117,000 | +48.1% | 1,832 | +435.7% | 0.01% | +20.0% |
| Q3 2020 | $79,000 | +11.3% | 342 | 0.0% | 0.01% | +25.0% |
| Q2 2020 | $71,000 | – | 342 | – | 0.00% | – |
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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% |