ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 427 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $282,000 | 0.0% | 2,434 | 0.0% | 0.05% | +4.3% |
| Q4 2015 | $282,000 | +540.9% | 2,434 | +492.2% | 0.05% | +487.5% |
| Q3 2015 | $44,000 | -84.1% | 411 | -83.1% | 0.01% | -82.6% |
| Q2 2015 | $277,000 | 0.0% | 2,434 | 0.0% | 0.05% | 0.0% |
| Q1 2015 | $277,000 | +1.8% | 2,434 | 0.0% | 0.05% | 0.0% |
| Q4 2014 | $272,000 | +1.9% | 2,434 | 0.0% | 0.05% | 0.0% |
| Q3 2014 | $267,000 | -72.7% | 2,434 | -73.8% | 0.05% | -72.8% |
| Q2 2014 | $979,000 | -10.5% | 9,305 | -15.3% | 0.17% | -28.4% |
| Q1 2014 | $1,094,000 | +26.3% | 10,989 | +18.8% | 0.24% | +23.6% |
| Q4 2013 | $866,000 | +37.9% | 9,251 | +31.6% | 0.19% | +52.8% |
| Q3 2013 | $628,000 | -46.1% | 7,028 | -46.6% | 0.12% | -30.6% |
| Q2 2013 | $1,166,000 | – | 13,167 | – | 0.18% | – |
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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% |