ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $702,712 | -2.9% | 10,269 | 0.0% | 0.06% | -3.1% |
Q2 2023 | $723,760 | +10.3% | 10,269 | 0.0% | 0.06% | +6.6% |
Q1 2023 | $656,087 | +9.2% | 10,269 | 0.0% | 0.06% | 0.0% |
Q4 2022 | $600,736 | +13.1% | 10,269 | +12.0% | 0.06% | +3.4% |
Q3 2022 | $531,000 | -4.0% | 9,171 | 0.0% | 0.06% | +1.7% |
Q2 2022 | $553,000 | -71.6% | 9,171 | -64.0% | 0.06% | -68.3% |
Q1 2022 | $1,944,000 | -2.5% | 25,450 | -5.7% | 0.18% | -9.4% |
Q3 2021 | $1,994,000 | +5147.4% | 26,980 | +5118.6% | 0.20% | +4950.0% |
Q2 2021 | $38,000 | +11.8% | 517 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $34,000 | +3.0% | 517 | -1.3% | 0.00% | 0.0% |
Q4 2020 | $33,000 | +10.0% | 524 | +300.0% | 0.00% | 0.0% |
Q3 2020 | $30,000 | +7.1% | 131 | -4.4% | 0.00% | 0.0% |
Q2 2020 | $28,000 | -17.6% | 137 | -34.4% | 0.00% | -33.3% |
Q1 2020 | $34,000 | -15.0% | 209 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $40,000 | +5.3% | 209 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $38,000 | +2.7% | 209 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $37,000 | +2.8% | 209 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $36,000 | +16.1% | 209 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $31,000 | -16.2% | 209 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $37,000 | +8.8% | 209 | 0.0% | 0.01% | -14.3% |
Q2 2018 | $34,000 | +6.2% | 209 | 0.0% | 0.01% | +16.7% |
Q1 2018 | $32,000 | -8.6% | 209 | -7.9% | 0.01% | 0.0% |
Q4 2017 | $35,000 | -12.5% | 227 | -18.1% | 0.01% | -25.0% |
Q3 2017 | $40,000 | +29.0% | 277 | +22.0% | 0.01% | +33.3% |
Q2 2017 | $31,000 | -8.8% | 227 | -11.7% | 0.01% | -14.3% |
Q1 2017 | $34,000 | +9.7% | 257 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $31,000 | +520.0% | 257 | +542.5% | 0.01% | +600.0% |
Q3 2016 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $5,000 | +66.7% | 40 | +29.0% | 0.00% | 0.0% |
Q3 2015 | $3,000 | -25.0% | 31 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $4,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $4,000 | +33.3% | 31 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $3,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $3,000 | 0.0% | 31 | +3.3% | 0.00% | 0.0% |
Q2 2014 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
Q1 2014 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
Q4 2013 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | -50.0% |
Q3 2013 | $3,000 | – | 30 | – | 0.00% | – |
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% |