ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 413 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 0.30 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,583,307 | +22.6% | 23,141 | +26.3% | 0.04% | +25.7% |
| Q2 2023 | $1,291,264 | +9.2% | 18,321 | -1.0% | 0.04% | 0.0% |
| Q1 2023 | $1,182,603 | +0.3% | 18,510 | -8.1% | 0.04% | -10.3% |
| Q4 2022 | $1,178,716 | +11.7% | 20,149 | +10.5% | 0.04% | -2.5% |
| Q3 2022 | $1,055,000 | +2.7% | 18,235 | +7.2% | 0.04% | +5.3% |
| Q2 2022 | $1,027,000 | -16.6% | 17,010 | +5.4% | 0.04% | -5.0% |
| Q1 2022 | $1,232,000 | -6.2% | 16,136 | +2.7% | 0.04% | -7.0% |
| Q4 2021 | $1,314,000 | +25.9% | 15,706 | +11.2% | 0.04% | +7.5% |
| Q3 2021 | $1,044,000 | -0.3% | 14,121 | -1.9% | 0.04% | 0.0% |
| Q2 2021 | $1,047,000 | +10.4% | 14,393 | -1.2% | 0.04% | -2.4% |
| Q1 2021 | $948,000 | -0.8% | 14,561 | -2.8% | 0.04% | -6.8% |
| Q4 2020 | $956,000 | -0.6% | 14,976 | +259.7% | 0.04% | -12.0% |
| Q3 2020 | $962,000 | +9.2% | 4,164 | -2.0% | 0.05% | 0.0% |
| Q2 2020 | $881,000 | -45.0% | 4,248 | -56.3% | 0.05% | -55.0% |
| Q1 2020 | $1,603,000 | -16.2% | 9,714 | -1.7% | 0.11% | +3.7% |
| Q4 2019 | $1,913,000 | +7.5% | 9,879 | 0.0% | 0.11% | -0.9% |
| Q3 2019 | $1,779,000 | -0.3% | 9,879 | -0.8% | 0.11% | -2.7% |
| Q2 2019 | $1,785,000 | +4.0% | 9,959 | 0.0% | 0.11% | +0.9% |
| Q1 2019 | $1,717,000 | +53.3% | 9,959 | +34.0% | 0.11% | +32.5% |
| Q4 2018 | $1,120,000 | -15.3% | 7,432 | -0.4% | 0.08% | 0.0% |
| Q3 2018 | $1,323,000 | +9.4% | 7,465 | +0.4% | 0.08% | -7.8% |
| Q2 2018 | $1,209,000 | +4.9% | 7,432 | 0.0% | 0.09% | +12.5% |
| Q1 2018 | $1,152,000 | +1.5% | 7,432 | 0.0% | 0.08% | +2.6% |
| Q4 2017 | $1,135,000 | +33.8% | 7,432 | +25.7% | 0.08% | +25.8% |
| Q3 2017 | $848,000 | +4.8% | 5,914 | 0.0% | 0.06% | -1.6% |
| Q2 2017 | $809,000 | +4.0% | 5,914 | 0.0% | 0.06% | +3.3% |
| Q1 2017 | $778,000 | +8.1% | 5,914 | 0.0% | 0.06% | +1.7% |
| Q4 2016 | $720,000 | +10.4% | 5,914 | +5.0% | 0.06% | -11.8% |
| Q4 2015 | $652,000 | +6.4% | 5,634 | +2.6% | 0.07% | +4.6% |
| Q4 2014 | $613,000 | +83.5% | 5,489 | +62.4% | 0.06% | +71.1% |
| Q4 2013 | $334,000 | – | 3,379 | – | 0.04% | – |
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% |