ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 983 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,623,223 | +2161.4% | 38,340 | +5346.0% | 1.36% | +1465.5% |
| Q1 2020 | $116,000 | -96.7% | 704 | -97.7% | 0.09% | -96.8% |
| Q1 2016 | $3,507,000 | 0.0% | 30,281 | 0.0% | 2.68% | -11.3% |
| Q4 2015 | $3,507,000 | +5.1% | 30,281 | -2.2% | 3.02% | -11.2% |
| Q3 2015 | $3,338,000 | -4.7% | 30,966 | +0.7% | 3.40% | +29.7% |
| Q2 2015 | $3,502,000 | -0.7% | 30,761 | -0.6% | 2.62% | +13.6% |
| Q1 2015 | $3,528,000 | – | 30,960 | – | 2.31% | – |
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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% |