ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,309 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $212,102 | -2.9% | 3,100 | 0.0% | 0.08% | +2.7% |
| Q2 2023 | $218,488 | -7.8% | 3,100 | 0.0% | 0.07% | -8.8% |
| Q1 2022 | $237,000 | -8.5% | 3,100 | 0.0% | 0.08% | -2.4% |
| Q4 2021 | $259,000 | +7.9% | 3,100 | -4.5% | 0.08% | -3.5% |
| Q3 2021 | $240,000 | +1.7% | 3,246 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $236,000 | +11.8% | 3,246 | 0.0% | 0.08% | +3.7% |
| Q1 2021 | $211,000 | – | 3,246 | – | 0.08% | – |
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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% |