ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 325 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 1.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $17,423,000 | -17.7% | 114 | -99.9% | 2.40% | +35.8% |
| Q3 2017 | $21,174,000 | +20.3% | 147,640 | +14.6% | 1.77% | +32.1% |
| Q2 2017 | $17,596,000 | +352.1% | 128,854 | +335.5% | 1.34% | +355.1% |
| Q1 2017 | $3,892,000 | +59.1% | 29,589 | +52.1% | 0.29% | +54.7% |
| Q4 2016 | $2,446,000 | -16.7% | 19,456 | -21.1% | 0.19% | -18.5% |
| Q3 2016 | $2,937,000 | +3.9% | 24,666 | +6.0% | 0.23% | +6.4% |
| Q2 2016 | $2,828,000 | -69.9% | 23,278 | -71.6% | 0.22% | -73.2% |
| Q1 2016 | $9,389,000 | -25.0% | 81,825 | -31.2% | 0.82% | -20.5% |
| Q4 2015 | $12,511,000 | -52.5% | 118,993 | -46.1% | 1.03% | -57.6% |
| Q3 2015 | $26,341,000 | +325.4% | 220,706 | +316.0% | 2.42% | +335.4% |
| Q2 2015 | $6,192,000 | -1.6% | 53,050 | -3.4% | 0.56% | -0.7% |
| Q1 2015 | $6,291,000 | -99.9% | 54,896 | -41.3% | 0.56% | -23.3% |
| Q4 2014 | $10,319,999,000 | +43691.9% | 93,521 | -57.8% | 0.73% | -59.3% |
| Q3 2014 | $23,566,000 | +160.0% | 221,425 | +156.9% | 1.79% | +152.0% |
| Q2 2014 | $9,065,000 | +4.5% | 86,179 | +0.4% | 0.71% | -4.8% |
| Q1 2014 | $8,676,000 | +15.4% | 85,838 | +12.8% | 0.75% | +11.6% |
| Q4 2013 | $7,519,000 | +44.3% | 76,090 | +31.7% | 0.67% | +32.4% |
| Q3 2013 | $5,211,000 | +28.0% | 57,770 | +19.4% | 0.51% | +0.4% |
| Q2 2013 | $4,072,000 | – | 48,394 | – | 0.50% | – |
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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% |