CapWealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 487 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 0.34 and the average weighting 1.0%.

Quarter-by-quarter ownership
CapWealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$208,0000.0%1,1580.0%0.02%
-46.7%
Q2 2019$208,000
+1.5%
1,1580.0%0.03%
-11.8%
Q3 2018$205,000
+688.5%
1,158
+446.2%
0.03%
+466.7%
Q3 2016$26,000
+4.0%
2120.0%0.01%0.0%
Q2 2016$25,0000.0%2120.0%0.01%0.0%
Q1 2016$25,0002120.01%
Other shareholders
ISHARES TR shareholders Q2 2016
NameSharesValueWeighting ↓
Howard Capital Management Inc. 67,188$12,718,00018.18%
EisnerAmper Wealth Management Corporate Benefits, LLC 115,650$17,425,00015.03%
Salomon & Ludwin, LLC 415,820$62,652,00014.47%
Silicon Valley Capital Partners 159,354$24,010,00012.06%
CHURCHILL MANAGEMENT Corp 1,822,833$274,646,00012.04%
LVZ, Inc. 256,082$38,584,00010.97%
Regal Wealth Group, Inc. 77,785$11,720,00010.68%
Paragon Wealth Strategies, LLC 92,575$13,809,0009.78%
Centerpoint Advisors, LLC 68,370$10,301,0009.77%
Pinnacle Family Advisors, LLC 91,920$13,850,0009.32%
View complete list of ISHARES TR shareholders