ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 749 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.79 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,003,706 | +1193.3% | 43,901 | +1255.0% | 0.83% | +1265.6% |
| Q2 2023 | $232,243 | -24.1% | 3,240 | -22.9% | 0.06% | -27.4% |
| Q2 2021 | $306,000 | -36.4% | 4,202 | -43.1% | 0.08% | -16.8% |
| Q1 2021 | $481,000 | -0.2% | 7,386 | -2.2% | 0.10% | -6.5% |
| Q4 2020 | $482,000 | +9.0% | 7,552 | +294.8% | 0.11% | -4.4% |
| Q3 2020 | $442,000 | +7.0% | 1,913 | -3.9% | 0.11% | +15.3% |
| Q2 2020 | $413,000 | +3.8% | 1,991 | -17.5% | 0.10% | -16.2% |
| Q1 2020 | $398,000 | -46.1% | 2,414 | -36.7% | 0.12% | -37.1% |
| Q4 2019 | $739,000 | +9.8% | 3,814 | +2.0% | 0.19% | +0.5% |
| Q3 2019 | $673,000 | +1.2% | 3,739 | +0.8% | 0.18% | -3.6% |
| Q2 2019 | $665,000 | -0.7% | 3,708 | -4.6% | 0.19% | -9.4% |
| Q1 2019 | $670,000 | +35.9% | 3,886 | +18.7% | 0.21% | +8.7% |
| Q4 2018 | $493,000 | +7.4% | 3,274 | +26.5% | 0.20% | +18.9% |
| Q3 2018 | $459,000 | +8.3% | 2,588 | -0.8% | 0.16% | +1.9% |
| Q2 2018 | $424,000 | – | 2,609 | – | 0.16% | – |
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% |