ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $291,200 | -2.9% | 4,256 | 0.0% | 0.02% | +83.3% |
| Q2 2023 | $299,968 | +10.5% | 4,256 | +0.2% | 0.01% | -50.0% |
| Q1 2023 | $271,479 | +9.5% | 4,249 | +0.2% | 0.02% | -11.1% |
| Q4 2022 | $248,011 | +1.6% | 4,240 | +0.4% | 0.03% | +145.5% |
| Q3 2022 | $244,000 | -4.3% | 4,224 | 0.0% | 0.01% | -8.3% |
| Q2 2022 | $255,000 | -20.8% | 4,224 | +0.1% | 0.01% | -7.7% |
| Q1 2022 | $322,000 | -8.5% | 4,218 | +0.1% | 0.01% | +18.2% |
| Q4 2021 | $352,000 | +13.2% | 4,213 | +0.2% | 0.01% | -80.0% |
| Q3 2021 | $311,000 | +1.6% | 4,204 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $306,000 | +12.1% | 4,204 | +0.2% | 0.06% | 0.0% |
| Q1 2021 | $273,000 | +1.9% | 4,196 | 0.0% | 0.06% | -11.3% |
| Q4 2020 | $268,000 | +10.7% | 4,196 | +300.8% | 0.06% | -3.1% |
| Q3 2020 | $242,000 | +11.5% | 1,047 | +0.2% | 0.06% | +1.6% |
| Q2 2020 | $217,000 | +7.4% | 1,045 | +0.4% | 0.06% | +12.5% |
| Q4 2019 | $202,000 | – | 1,041 | – | 0.06% | – |
Download | ||||||
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% |