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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $639,731 | -2.6% | 10,013 | -10.9% | 0.24% | -13.1% |
| Q4 2022 | $657,131 | -8.5% | 11,233 | -9.6% | 0.28% | -18.6% |
| Q3 2022 | $718,000 | -4.3% | 12,428 | 0.0% | 0.34% | -4.8% |
| Q2 2022 | $750,000 | -29.6% | 12,428 | -2.5% | 0.36% | -12.1% |
| Q4 2021 | $1,066,000 | +7.9% | 12,741 | -4.7% | 0.40% | -6.7% |
| Q3 2021 | $988,000 | +1.6% | 13,376 | 0.0% | 0.43% | -2.7% |
| Q2 2021 | $972,000 | +11.7% | 13,376 | 0.0% | 0.44% | -2.0% |
| Q1 2021 | $870,000 | +1179.4% | 13,376 | +3365.3% | 0.45% | +790.2% |
| Q3 2018 | $68,000 | +9.7% | 386 | 0.0% | 0.05% | -7.3% |
| Q2 2018 | $62,000 | +6.9% | 386 | 0.0% | 0.06% | +5.8% |
| Q4 2017 | $58,000 | – | 386 | – | 0.05% | – |
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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% |