ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 413 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 0.30 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $1,766,000 | -1.1% | 11,562 | -7.1% | 0.09% | -8.2% |
| Q3 2017 | $1,786,000 | +10.5% | 12,451 | +5.4% | 0.10% | +6.5% |
| Q2 2017 | $1,617,000 | -18.3% | 11,816 | -21.5% | 0.09% | -20.0% |
| Q1 2017 | $1,980,000 | +5.0% | 15,056 | -2.8% | 0.12% | -2.5% |
| Q4 2016 | $1,886,000 | -5.0% | 15,483 | -5.1% | 0.12% | -7.1% |
| Q3 2016 | $1,985,000 | +22.5% | 16,318 | +17.4% | 0.13% | +15.5% |
| Q2 2016 | $1,620,000 | +13.0% | 13,898 | +12.4% | 0.11% | +5.8% |
| Q1 2016 | $1,433,000 | -7.5% | 12,367 | -7.6% | 0.10% | -11.1% |
| Q4 2015 | $1,549,000 | +28.0% | 13,380 | -2.0% | 0.12% | -4.9% |
| Q3 2015 | $1,210,000 | +15.9% | 13,657 | +48.9% | 0.12% | +15.0% |
| Q2 2015 | $1,044,000 | +7.0% | 9,172 | +7.1% | 0.11% | -0.9% |
| Q1 2015 | $976,000 | +1.8% | 8,561 | -0.4% | 0.11% | -12.9% |
| Q4 2014 | $959,000 | +3.0% | 8,594 | -1.4% | 0.12% | -24.4% |
| Q3 2014 | $931,000 | +7.6% | 8,720 | +6.0% | 0.16% | +13.1% |
| Q2 2014 | $865,000 | +1.8% | 8,225 | -3.4% | 0.14% | -20.3% |
| Q1 2014 | $850,000 | -4.1% | 8,513 | -5.1% | 0.18% | -17.3% |
| Q4 2013 | $886,000 | +7.4% | 8,975 | -2.8% | 0.22% | -6.4% |
| Q3 2013 | $825,000 | +7.7% | 9,235 | +1.3% | 0.24% | -10.0% |
| Q2 2013 | $766,000 | +9.9% | 9,112 | +7.7% | 0.26% | +12.0% |
| Q1 2013 | $697,000 | – | 8,460 | – | 0.23% | – |
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% |