ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 618 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.56 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $719,157 | +3195.4% | 10,511 | +3290.6% | 0.06% | +2750.0% |
| Q2 2023 | $21,823 | +80.1% | 310 | +63.2% | 0.00% | +100.0% |
| Q1 2023 | $12,115 | -94.7% | 190 | -94.5% | 0.00% | -95.5% |
| Q1 2021 | $227,000 | +2.3% | 3,482 | 0.0% | 0.02% | -4.3% |
| Q4 2020 | $222,000 | -21.8% | 3,482 | +183.1% | 0.02% | -30.3% |
| Q3 2020 | $284,000 | -47.7% | 1,230 | -66.8% | 0.03% | -62.5% |
| Q4 2018 | $543,000 | +0.7% | 3,709 | +22.3% | 0.09% | -7.4% |
| Q3 2018 | $539,000 | +3.3% | 3,032 | 0.0% | 0.10% | -2.1% |
| Q2 2018 | $522,000 | +67.8% | 3,032 | +51.0% | 0.10% | +61.7% |
| Q1 2018 | $311,000 | -1.6% | 2,008 | -2.9% | 0.06% | -1.6% |
| Q4 2017 | $316,000 | -44.5% | 2,069 | -47.7% | 0.06% | -49.2% |
| Q3 2017 | $569,000 | +23.2% | 3,954 | +17.1% | 0.12% | +14.3% |
| Q2 2017 | $462,000 | -10.3% | 3,376 | -14.2% | 0.10% | -11.8% |
| Q1 2017 | $515,000 | – | 3,936 | – | 0.12% | – |
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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% |