ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,103 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.38 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,188,552 | +9.7% | 34,255 | +0.5% | 0.51% | +1.8% |
| Q4 2022 | $1,995,000 | +40.7% | 34,095 | +39.1% | 0.50% | +20.0% |
| Q3 2022 | $1,418,000 | -4.1% | 24,515 | 0.0% | 0.42% | +3.0% |
| Q2 2022 | $1,479,000 | -21.0% | 24,515 | 0.0% | 0.40% | -0.2% |
| Q1 2022 | $1,872,000 | -8.7% | 24,515 | 0.0% | 0.40% | +0.7% |
| Q4 2021 | $2,051,000 | +13.2% | 24,515 | 0.0% | 0.40% | +6.1% |
| Q3 2021 | $1,812,000 | +1.2% | 24,515 | -0.5% | 0.38% | +5.0% |
| Q2 2021 | $1,791,000 | +6.1% | 24,631 | -5.0% | 0.36% | +11.1% |
| Q1 2021 | $1,688,000 | +20.6% | 25,931 | +18.2% | 0.32% | +14.4% |
| Q4 2020 | $1,400,000 | +19.0% | 21,936 | +331.0% | 0.28% | +10.1% |
| Q3 2020 | $1,176,000 | +11.4% | 5,090 | 0.0% | 0.26% | +4.5% |
| Q2 2020 | $1,056,000 | -26.1% | 5,090 | -41.2% | 0.25% | -35.3% |
| Q1 2020 | $1,429,000 | – | 8,656 | – | 0.38% | – |
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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% |