ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 975 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,419,000 | -6.1% | 24,536 | -2.0% | 0.31% | -13.5% |
| Q2 2022 | $1,511,000 | -21.3% | 25,032 | -0.5% | 0.36% | +16.7% |
| Q1 2022 | $1,921,000 | -12.2% | 25,150 | -3.8% | 0.30% | -3.2% |
| Q4 2021 | $2,188,000 | -8.1% | 26,147 | -18.8% | 0.32% | -16.0% |
| Q3 2021 | $2,381,000 | -16.4% | 32,211 | -17.7% | 0.38% | -25.0% |
| Q2 2021 | $2,848,000 | -27.6% | 39,162 | -35.2% | 0.50% | -36.2% |
| Q1 2021 | $3,933,000 | -16.9% | 60,411 | -18.5% | 0.78% | -20.8% |
| Q4 2020 | $4,732,000 | -14.4% | 74,145 | +210.0% | 0.99% | -23.5% |
| Q3 2020 | $5,526,000 | +9.5% | 23,914 | -1.7% | 1.29% | +1.1% |
| Q2 2020 | $5,046,000 | +12.3% | 24,319 | -10.7% | 1.28% | -15.4% |
| Q1 2020 | $4,495,000 | +1765.1% | 27,237 | +2087.7% | 1.51% | +1428.3% |
| Q4 2019 | $241,000 | – | 1,245 | – | 0.10% | – |
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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% |