ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 486 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 1.07 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $423,000 | +0.2% | 3,470 | 0.0% | 0.19% | 0.0% |
| Q3 2016 | $422,000 | +4.2% | 3,470 | 0.0% | 0.19% | +1.1% |
| Q2 2016 | $405,000 | -4.9% | 3,470 | -5.7% | 0.18% | -6.6% |
| Q1 2016 | $426,000 | 0.0% | 3,680 | 0.0% | 0.20% | -17.8% |
| Q4 2015 | $426,000 | +7.3% | 3,680 | 0.0% | 0.24% | +3.0% |
| Q3 2015 | $397,000 | -14.6% | 3,680 | -9.8% | 0.23% | -10.7% |
| Q2 2015 | $465,000 | -55.5% | 4,080 | -51.4% | 0.26% | -56.8% |
| Q1 2015 | $1,044,000 | +183.7% | 8,397 | +154.5% | 0.61% | +169.3% |
| Q4 2014 | $368,000 | – | 3,300 | – | 0.22% | – |
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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% |