ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 752 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.92 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $224,000 | +833.3% | 2,672 | +1864.7% | 0.04% | +400.0% |
| Q2 2019 | $24,000 | +4.3% | 136 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $23,000 | +15.0% | 136 | 0.0% | 0.01% | -25.0% |
| Q4 2018 | $20,000 | -16.7% | 136 | 0.0% | 0.01% | -7.7% |
| Q3 2018 | $24,000 | +9.1% | 136 | 0.0% | 0.01% | +8.3% |
| Q2 2018 | $22,000 | +4.8% | 136 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $21,000 | -36.4% | 136 | -36.4% | 0.01% | -33.3% |
| Q4 2017 | $33,000 | – | 214 | – | 0.02% | – |
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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% |