ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,142 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $845,514 | +74.1% | 12,358 | +79.4% | 0.08% | +105.4% |
| Q2 2023 | $485,537 | +6.0% | 6,889 | -3.9% | 0.04% | -2.6% |
| Q1 2023 | $458,027 | +12.9% | 7,169 | +3.4% | 0.04% | -5.0% |
| Q4 2022 | $405,581 | -8.4% | 6,933 | -9.5% | 0.04% | -21.6% |
| Q3 2022 | $443,000 | -35.4% | 7,660 | -6.6% | 0.05% | -25.0% |
| Q4 2021 | $686,000 | +5.7% | 8,201 | -6.6% | 0.07% | -5.6% |
| Q3 2021 | $649,000 | -1.4% | 8,781 | -2.9% | 0.07% | -4.0% |
| Q2 2021 | $658,000 | -28.3% | 9,042 | -35.8% | 0.08% | -36.4% |
| Q1 2021 | $918,000 | -17.1% | 14,094 | -18.7% | 0.12% | -36.9% |
| Q4 2020 | $1,107,000 | -3.3% | 17,343 | +254.8% | 0.19% | -15.0% |
| Q3 2020 | $1,145,000 | +2.4% | 4,888 | -5.1% | 0.22% | -12.7% |
| Q2 2020 | $1,118,000 | +15.1% | 5,153 | -3.4% | 0.25% | -3.4% |
| Q1 2020 | $971,000 | -26.3% | 5,334 | -20.3% | 0.26% | -19.2% |
| Q4 2019 | $1,318,000 | +17.7% | 6,692 | +5.9% | 0.32% | +4.5% |
| Q3 2019 | $1,120,000 | -4.8% | 6,318 | -0.6% | 0.31% | -3.4% |
| Q2 2019 | $1,177,000 | -1.2% | 6,358 | -4.3% | 0.32% | -11.8% |
| Q1 2019 | $1,191,000 | +11.2% | 6,646 | +2.3% | 0.36% | +8.0% |
| Q4 2018 | $1,071,000 | -12.4% | 6,495 | -12.2% | 0.34% | -64.6% |
| Q3 2018 | $1,223,000 | +1.2% | 7,401 | -0.5% | 0.95% | -11.1% |
| Q2 2018 | $1,209,000 | +2.8% | 7,436 | -1.9% | 1.07% | -4.2% |
| Q1 2018 | $1,176,000 | +2.2% | 7,583 | +0.7% | 1.11% | -7.6% |
| Q4 2017 | $1,151,000 | – | 7,533 | – | 1.21% | – |
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% |