ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 491 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.23 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,287,733 | -20.7% | 18,821 | +74.8% | 0.48% | -55.0% |
| Q4 2018 | $1,623,000 | -13.4% | 10,770 | +1.8% | 1.07% | -15.6% |
| Q3 2018 | $1,875,000 | +34.2% | 10,581 | +23.2% | 1.26% | +21.9% |
| Q2 2018 | $1,397,000 | +5.2% | 8,589 | +0.3% | 1.04% | -4.8% |
| Q1 2018 | $1,328,000 | -14.3% | 8,561 | -15.6% | 1.09% | -14.1% |
| Q4 2017 | $1,549,000 | +2.2% | 10,139 | -4.0% | 1.27% | -5.2% |
| Q3 2017 | $1,515,000 | +62.2% | 10,562 | +54.8% | 1.34% | +66.0% |
| Q2 2017 | $934,000 | +52.1% | 6,825 | +46.1% | 0.80% | +38.3% |
| Q1 2017 | $614,000 | -1.0% | 4,670 | -8.2% | 0.58% | -8.2% |
| Q4 2016 | $620,000 | +14.8% | 5,088 | +14.7% | 0.63% | +11.6% |
| Q3 2016 | $540,000 | +18.4% | 4,437 | +13.5% | 0.57% | +14.7% |
| Q2 2016 | $456,000 | +0.7% | 3,910 | 0.0% | 0.50% | -1.4% |
| Q1 2016 | $453,000 | +14.4% | 3,910 | +14.3% | 0.50% | +13.1% |
| Q4 2015 | $396,000 | – | 3,422 | – | 0.44% | – |
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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% |