ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,188 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $299,406 | -2.9% | 4,376 | 0.0% | 0.06% | -9.7% |
| Q2 2023 | $308,420 | +10.3% | 4,376 | 0.0% | 0.06% | -3.1% |
| Q1 2023 | $279,583 | +9.2% | 4,376 | 0.0% | 0.06% | +1.6% |
| Q4 2022 | $255,996 | +1.2% | 4,376 | 0.0% | 0.06% | -10.0% |
| Q3 2022 | $253,000 | -4.2% | 4,376 | 0.0% | 0.07% | -2.8% |
| Q2 2022 | $264,000 | -21.0% | 4,376 | 0.0% | 0.07% | -15.3% |
| Q1 2022 | $334,000 | -5.4% | 4,376 | +3.8% | 0.08% | -9.6% |
| Q4 2021 | $353,000 | +13.1% | 4,216 | 0.0% | 0.09% | -23.6% |
| Q3 2021 | $312,000 | +1.6% | 4,216 | 0.0% | 0.12% | -2.4% |
| Q2 2021 | $307,000 | +11.6% | 4,216 | 0.0% | 0.13% | +3.3% |
| Q1 2021 | $275,000 | +2.2% | 4,216 | 0.0% | 0.12% | -9.6% |
| Q4 2020 | $269,000 | +10.2% | 4,216 | +300.0% | 0.14% | -3.6% |
| Q3 2020 | $244,000 | +11.4% | 1,054 | 0.0% | 0.14% | +3.7% |
| Q2 2020 | $219,000 | +4.8% | 1,054 | -18.0% | 0.14% | -6.9% |
| Q2 2018 | $209,000 | +4.0% | 1,286 | -3.5% | 0.14% | +2.1% |
| Q1 2018 | $201,000 | -1.0% | 1,333 | 0.0% | 0.14% | +2.2% |
| Q4 2017 | $203,000 | -3.8% | 1,333 | -13.7% | 0.14% | -8.6% |
| Q2 2017 | $211,000 | +3.9% | 1,545 | 0.0% | 0.15% | -9.5% |
| Q1 2017 | $203,000 | – | 1,545 | – | 0.17% | – |
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% |