ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,309 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,065,400 | +207.2% | 117,881 | +216.4% | 0.92% | +229.5% |
| Q2 2023 | $2,625,714 | +1117.7% | 37,255 | +1003.9% | 0.28% | +1108.7% |
| Q1 2023 | $215,629 | -56.6% | 3,375 | -48.1% | 0.02% | -53.1% |
| Q1 2022 | $497,000 | -8.8% | 6,508 | 0.0% | 0.05% | -10.9% |
| Q4 2021 | $545,000 | +13.3% | 6,508 | 0.0% | 0.06% | +7.8% |
| Q3 2021 | $481,000 | -4.8% | 6,508 | -6.3% | 0.05% | -5.6% |
| Q2 2021 | $505,000 | +142.8% | 6,948 | +117.7% | 0.05% | +107.7% |
| Q1 2021 | $208,000 | -35.2% | 3,192 | +71.7% | 0.03% | -78.3% |
| Q1 2019 | $321,000 | -85.0% | 1,859 | -86.9% | 0.12% | -88.4% |
| Q4 2018 | $2,141,000 | +37.6% | 14,207 | +61.8% | 1.03% | +59.2% |
| Q3 2018 | $1,556,000 | +18.9% | 8,781 | +9.1% | 0.65% | +18.0% |
| Q2 2018 | $1,309,000 | +142.4% | 8,047 | +131.1% | 0.55% | +90.3% |
| Q1 2018 | $540,000 | +14.6% | 3,482 | +12.9% | 0.29% | +24.0% |
| Q4 2017 | $471,000 | – | 3,083 | – | 0.23% | – |
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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% |