ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 826 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.46 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $132,000 | -29.8% | 2,184 | -11.2% | 0.04% | -25.9% |
| Q1 2022 | $188,000 | -8.7% | 2,460 | 0.0% | 0.06% | -33.3% |
| Q4 2021 | $206,000 | +13.2% | 2,460 | 0.0% | 0.09% | +4.8% |
| Q3 2021 | $182,000 | +1.7% | 2,460 | 0.0% | 0.08% | -3.5% |
| Q2 2021 | $179,000 | +11.9% | 2,460 | 0.0% | 0.09% | +6.2% |
| Q1 2021 | $160,000 | +1.9% | 2,460 | 0.0% | 0.08% | -18.2% |
| Q4 2020 | $157,000 | +10.6% | 2,460 | +300.0% | 0.10% | +5.3% |
| Q3 2020 | $142,000 | +10.9% | 615 | 0.0% | 0.09% | -2.1% |
| Q2 2020 | $128,000 | +25.5% | 615 | 0.0% | 0.10% | +4.3% |
| Q1 2020 | $102,000 | -14.3% | 615 | 0.0% | 0.09% | +5.7% |
| Q4 2019 | $119,000 | +7.2% | 615 | 0.0% | 0.09% | +3.6% |
| Q3 2019 | $111,000 | +0.9% | 615 | 0.0% | 0.08% | -4.5% |
| Q2 2019 | $110,000 | +3.8% | 615 | 0.0% | 0.09% | +6.0% |
| Q1 2019 | $106,000 | +14.0% | 615 | 0.0% | 0.08% | +5.1% |
| Q4 2018 | $93,000 | -13.9% | 615 | 0.0% | 0.08% | -2.5% |
| Q3 2018 | $108,000 | +8.0% | 615 | 0.0% | 0.08% | +5.2% |
| Q2 2018 | $100,000 | +5.3% | 615 | 0.0% | 0.08% | +1.3% |
| Q1 2018 | $95,000 | +1.1% | 615 | 0.0% | 0.08% | +2.7% |
| Q4 2017 | $94,000 | +6.8% | 615 | 0.0% | 0.07% | +2.8% |
| Q3 2017 | $88,000 | +4.8% | 615 | 0.0% | 0.07% | +1.4% |
| Q2 2017 | $84,000 | +3.7% | 615 | 0.0% | 0.07% | +1.4% |
| Q1 2017 | $81,000 | +8.0% | 615 | 0.0% | 0.07% | +2.9% |
| Q4 2016 | $75,000 | – | 615 | – | 0.07% | – |
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% |