ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 346 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.77 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $23,000 | +9.5% | 174 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $21,000 | 0.0% | 174 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $21,000 | +5.0% | 174 | 0.0% | 0.01% | -18.2% |
| Q2 2016 | $20,000 | -99.7% | 174 | +141.7% | 0.01% | +83.3% |
| Q2 2014 | $7,573,000 | -60.7% | 72 | -62.7% | 0.01% | -62.5% |
| Q1 2014 | $19,269,000 | – | 193 | – | 0.02% | – |
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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% |