Doyle Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 867 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.

Quarter-by-quarter ownership
Doyle Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$249,000
-4.2%
4,303
+0.0%
0.02%0.0%
Q2 2022$260,000
-3.7%
4,302
+21.6%
0.02%
+10.5%
Q1 2022$270,000
-1.5%
3,538
+8.0%
0.02%
-5.0%
Q4 2021$274,000
+106.0%
3,275
+340.8%
0.02%
+11.1%
Q2 2019$133,000
+46.2%
743
+22.6%
0.02%
+20.0%
Q4 2018$91,0006060.02%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Howard Capital Management Inc. 67,188$12,718,00018.18%
EisnerAmper Wealth Management Corporate Benefits, LLC 115,650$17,425,00015.03%
Salomon & Ludwin, LLC 415,820$62,652,00014.47%
Silicon Valley Capital Partners 159,354$24,010,00012.06%
CHURCHILL MANAGEMENT Corp 1,822,833$274,646,00012.04%
LVZ, Inc. 256,082$38,584,00010.97%
Regal Wealth Group, Inc. 77,785$11,720,00010.68%
Paragon Wealth Strategies, LLC 92,575$13,809,0009.78%
Centerpoint Advisors, LLC 68,370$10,301,0009.77%
Pinnacle Family Advisors, LLC 91,920$13,850,0009.32%
View complete list of ISHARES TR shareholders