ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 975 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $104,000 | -1.0% | 1,799 | +3.6% | 0.01% | +16.7% |
| Q2 2022 | $105,000 | -67.7% | 1,737 | -59.2% | 0.01% | -65.7% |
| Q1 2022 | $325,000 | +51.2% | 4,254 | +65.5% | 0.04% | +52.2% |
| Q4 2021 | $215,000 | +13.2% | 2,571 | 0.0% | 0.02% | +9.5% |
| Q3 2021 | $190,000 | +1.6% | 2,571 | +0.0% | 0.02% | 0.0% |
| Q2 2021 | $187,000 | +12.0% | 2,570 | +0.0% | 0.02% | -16.0% |
| Q1 2021 | $167,000 | +1.8% | 2,569 | +0.0% | 0.02% | -13.8% |
| Q4 2020 | $164,000 | +10.8% | 2,568 | +300.0% | 0.03% | -6.5% |
| Q3 2020 | $148,000 | +2.8% | 642 | +0.2% | 0.03% | 0.0% |
| Q2 2020 | $144,000 | +21.0% | 641 | +0.9% | 0.03% | -3.1% |
| Q1 2020 | $119,000 | -22.7% | 635 | -14.8% | 0.03% | -11.1% |
| Q4 2019 | $154,000 | – | 745 | – | 0.04% | – |
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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% |