ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 862 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.02 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $681,258 | -2.9% | 9,957 | 0.0% | 0.14% | 0.0% |
| Q2 2023 | $701,769 | +10.3% | 9,957 | 0.0% | 0.14% | +5.2% |
| Q1 2023 | $636,153 | +9.2% | 9,957 | 0.0% | 0.14% | -2.2% |
| Q4 2022 | $582,485 | -22.0% | 9,957 | -22.8% | 0.14% | -31.3% |
| Q3 2022 | $747,000 | -4.1% | 12,906 | 0.0% | 0.20% | -2.4% |
| Q2 2022 | $779,000 | -22.8% | 12,906 | -2.3% | 0.21% | -4.6% |
| Q1 2022 | $1,009,000 | -8.7% | 13,206 | 0.0% | 0.22% | +2.9% |
| Q4 2021 | $1,105,000 | +13.2% | 13,206 | 0.0% | 0.21% | +4.0% |
| Q3 2021 | $976,000 | +1.7% | 13,206 | 0.0% | 0.20% | +2.5% |
| Q2 2021 | $960,000 | +11.6% | 13,206 | 0.0% | 0.20% | +2.1% |
| Q1 2021 | $860,000 | -11.8% | 13,206 | -13.5% | 0.19% | -19.6% |
| Q4 2020 | $975,000 | +10.5% | 15,272 | +300.0% | 0.24% | -0.8% |
| Q3 2020 | $882,000 | +11.4% | 3,818 | 0.0% | 0.24% | +2.5% |
| Q2 2020 | $792,000 | +25.7% | 3,818 | 0.0% | 0.24% | +0.4% |
| Q1 2020 | $630,000 | -14.7% | 3,818 | 0.0% | 0.24% | +21.8% |
| Q4 2019 | $739,000 | +7.6% | 3,818 | 0.0% | 0.19% | -3.5% |
| Q3 2019 | $687,000 | – | 3,818 | – | 0.20% | – |
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% |