ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 406 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,078,573 | -2.9% | 15,764 | 0.0% | 0.21% | -1.4% |
| Q2 2023 | $1,111,047 | +8.8% | 15,764 | -1.4% | 0.22% | +15.0% |
| Q1 2023 | $1,021,337 | +9.2% | 15,986 | +0.0% | 0.19% | +8.7% |
| Q4 2022 | $935,146 | +19.0% | 15,985 | +17.6% | 0.17% | +1.8% |
| Q3 2022 | $786,000 | -6.4% | 13,588 | -2.3% | 0.17% | -1.7% |
| Q2 2022 | $840,000 | -21.1% | 13,914 | -0.2% | 0.17% | -6.0% |
| Q1 2022 | $1,065,000 | -11.5% | 13,943 | -3.1% | 0.18% | -6.2% |
| Q4 2021 | $1,203,000 | +13.2% | 14,383 | +0.0% | 0.20% | -3.9% |
| Q3 2021 | $1,063,000 | +1.4% | 14,382 | -0.2% | 0.20% | -15.1% |
| Q2 2021 | $1,048,000 | +23.9% | 14,412 | +10.9% | 0.24% | +16.6% |
| Q1 2021 | $846,000 | -4.9% | 12,994 | -2.2% | 0.20% | -2.8% |
| Q4 2020 | $890,000 | +18.7% | 13,284 | +309.4% | 0.21% | -0.9% |
| Q3 2020 | $750,000 | +11.4% | 3,245 | 0.0% | 0.21% | +8.7% |
| Q2 2020 | $673,000 | +23.5% | 3,245 | -1.8% | 0.20% | +6.5% |
| Q1 2020 | $545,000 | -7.9% | 3,305 | +8.2% | 0.18% | +18.7% |
| Q4 2019 | $592,000 | -21.4% | 3,055 | -27.0% | 0.16% | -27.2% |
| Q3 2019 | $753,000 | +37.2% | 4,185 | +36.7% | 0.21% | +34.0% |
| Q2 2019 | $549,000 | +4.0% | 3,061 | 0.0% | 0.16% | -40.7% |
| Q1 2019 | $528,000 | +6.0% | 3,061 | 0.0% | 0.27% | +0.8% |
| Q4 2018 | $498,000 | -20.7% | 3,061 | -22.4% | 0.27% | -16.4% |
| Q3 2018 | $628,000 | -2.2% | 3,946 | 0.0% | 0.32% | -1.9% |
| Q2 2018 | $642,000 | +43.9% | 3,946 | -1.2% | 0.32% | +55.8% |
| Q4 2014 | $446,000 | +15.8% | 3,995 | +11.2% | 0.21% | +3.5% |
| Q3 2014 | $385,000 | – | 3,594 | – | 0.20% | – |
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% |