ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 752 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.92 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,272,612 | -82.6% | 18,600 | -85.1% | 0.14% | -83.4% |
| Q4 2022 | $7,318,994 | +160.6% | 125,111 | +272.8% | 0.83% | +184.2% |
| Q4 2021 | $2,808,000 | +142.1% | 33,563 | +84.7% | 0.29% | +79.1% |
| Q4 2020 | $1,160,000 | +23100.0% | 18,169 | +64789.3% | 0.16% | +16200.0% |
| Q3 2018 | $5,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $5,000 | +25.0% | 28 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $4,000 | – | 28 | – | 0.00% | – |
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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% |