ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,362 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,154,897 | -5.5% | 148,420 | 0.0% | 1.23% | +0.7% |
Q2 2023 | $10,748,577 | +11.7% | 148,420 | 0.0% | 1.22% | +4.9% |
Q1 2023 | $9,620,585 | +10.8% | 148,420 | 0.0% | 1.17% | +2.4% |
Q4 2022 | $8,682,570 | +1.1% | 148,420 | 0.0% | 1.14% | -18.9% |
Q3 2022 | $8,586,000 | -4.4% | 148,420 | -0.2% | 1.40% | +5.3% |
Q2 2022 | $8,977,000 | -20.2% | 148,748 | +1.0% | 1.33% | -8.1% |
Q1 2022 | $11,247,000 | -8.0% | 147,253 | +0.8% | 1.45% | -8.9% |
Q4 2021 | $12,226,000 | +13.2% | 146,120 | 0.0% | 1.59% | +9.9% |
Q3 2021 | $10,800,000 | +1.6% | 146,120 | 0.0% | 1.45% | -1.5% |
Q2 2021 | $10,627,000 | +11.6% | 146,120 | -0.1% | 1.47% | +7.1% |
Q1 2021 | $9,519,000 | +2.5% | 146,195 | +0.5% | 1.37% | -7.2% |
Q4 2020 | $9,288,000 | +10.5% | 145,540 | +300.0% | 1.48% | +22.2% |
Q3 2020 | $8,408,000 | +9.1% | 36,385 | -2.1% | 1.21% | +26.4% |
Q2 2020 | $7,709,000 | +25.7% | 37,154 | 0.0% | 0.96% | -3.9% |
Q1 2020 | $6,132,000 | -14.2% | 37,154 | +0.7% | 1.00% | +52.1% |
Q4 2019 | $7,146,000 | +3034.2% | 36,901 | +2814.8% | 0.66% | +2083.3% |
Q3 2019 | $228,000 | – | 1,266 | – | 0.03% | – |
Download |
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% |