ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 553 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 2.84 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $3,329,000 | +12.7% | 39,786 | -0.4% | 0.59% | +3.5% |
| Q3 2021 | $2,953,000 | +586.7% | 39,960 | +575.7% | 0.57% | +561.6% |
| Q2 2021 | $430,000 | -67.0% | 5,914 | -71.0% | 0.09% | -74.7% |
| Q4 2020 | $1,303,000 | +14.4% | 20,424 | +221.4% | 0.34% | +3.3% |
| Q2 2019 | $1,139,000 | +424.9% | 6,355 | +325.1% | 0.33% | +311.2% |
| Q3 2017 | $217,000 | +5.9% | 1,495 | 0.0% | 0.08% | -1.2% |
| Q2 2017 | $205,000 | +95.2% | 1,495 | +78.0% | 0.08% | +62.0% |
| Q4 2016 | $105,000 | – | 840 | – | 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% |