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 2021 | $379,000 | -0.5% | 5,134 | -1.9% | 0.09% | +7.0% |
| Q2 2021 | $381,000 | +2.7% | 5,236 | -8.1% | 0.09% | -15.7% |
| Q1 2021 | $371,000 | -11.9% | 5,696 | -13.6% | 0.10% | -19.0% |
| Q4 2020 | $421,000 | +205.1% | 6,596 | +723.5% | 0.13% | +113.6% |
| Q1 2019 | $138,000 | -27.0% | 801 | -24.6% | 0.06% | -10.6% |
| Q3 2018 | $189,000 | +9.2% | 1,062 | 0.0% | 0.07% | +4.8% |
| Q2 2018 | $173,000 | +4.8% | 1,062 | 0.0% | 0.06% | +10.5% |
| Q1 2018 | $165,000 | +1.9% | 1,062 | 0.0% | 0.06% | -5.0% |
| Q4 2017 | $162,000 | +6.6% | 1,062 | 0.0% | 0.06% | -4.8% |
| Q3 2017 | $152,000 | +38.2% | 1,062 | +32.6% | 0.06% | +26.0% |
| Q2 2017 | $110,000 | – | 801 | – | 0.05% | – |
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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% |