ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $917,170 | -2.9% | 13,405 | 0.0% | 0.18% | -0.6% |
| Q2 2023 | $944,784 | +10.3% | 13,405 | 0.0% | 0.18% | +4.1% |
| Q1 2023 | $856,445 | +139.1% | 13,405 | +119.0% | 0.17% | +119.5% |
| Q4 2022 | $358,137 | -45.8% | 6,122 | -46.4% | 0.08% | -51.0% |
| Q3 2022 | $661,000 | +126.4% | 11,430 | +136.2% | 0.16% | +130.9% |
| Q2 2022 | $292,000 | -7.3% | 4,839 | +17.4% | 0.07% | +7.9% |
| Q1 2022 | $315,000 | +29.6% | 4,123 | +42.1% | 0.06% | +34.0% |
| Q4 2021 | $243,000 | – | 2,902 | – | 0.05% | – |
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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% |