ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 325 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 1.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,582,671 | -3.0% | 125,441 | -0.0% | 5.54% | +25.5% |
| Q2 2023 | $8,844,979 | -42.4% | 125,496 | -47.7% | 4.42% | -61.6% |
| Q1 2023 | $15,344,270 | +6.0% | 240,167 | +38.9% | 11.50% | +40.4% |
| Q4 2021 | $14,470,000 | +43.3% | 172,944 | +26.6% | 8.19% | +20.3% |
| Q3 2021 | $10,097,000 | +168183.3% | 136,611 | +273122.0% | 6.81% | +170050.0% |
| Q4 2015 | $6,000 | -40.0% | 50 | -40.5% | 0.00% | -33.3% |
| Q1 2015 | $10,000 | +11.1% | 84 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $9,000 | 0.0% | 84 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $9,000 | 0.0% | 84 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $9,000 | +12.5% | 84 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $8,000 | 0.0% | 84 | 0.0% | 0.01% | -14.3% |
| Q4 2013 | $8,000 | – | 84 | – | 0.01% | – |
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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% |