ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 983 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $365,339 | -2.7% | 5,340 | +0.3% | 0.07% | -1.4% |
| Q2 2023 | $375,342 | -4.7% | 5,326 | -13.6% | 0.07% | -6.5% |
| Q1 2023 | $393,808 | +5.9% | 6,164 | -3.0% | 0.08% | +6.9% |
| Q4 2022 | $371,838 | -14.7% | 6,356 | -12.0% | 0.07% | -11.1% |
| Q3 2022 | $436,000 | 0.0% | 7,219 | 0.0% | 0.08% | 0.0% |
| Q2 2022 | $436,000 | -23.6% | 7,219 | -3.5% | 0.08% | -3.6% |
| Q1 2022 | $571,000 | -17.2% | 7,481 | -9.3% | 0.08% | -14.3% |
| Q4 2021 | $690,000 | -21.6% | 8,252 | -30.7% | 0.10% | -21.0% |
| Q3 2021 | $880,000 | -15.5% | 11,903 | -16.9% | 0.12% | -16.2% |
| Q2 2021 | $1,042,000 | -22.1% | 14,324 | -30.3% | 0.15% | -17.3% |
| Q1 2021 | $1,337,000 | -25.6% | 20,537 | -27.1% | 0.18% | -41.3% |
| Q4 2020 | $1,798,000 | +9.8% | 28,178 | +297.5% | 0.30% | +0.3% |
| Q3 2020 | $1,638,000 | +16.0% | 7,089 | +4.2% | 0.30% | -3.2% |
| Q2 2020 | $1,412,000 | +2.2% | 6,804 | -18.7% | 0.31% | -14.7% |
| Q1 2020 | $1,382,000 | -94.5% | 8,373 | -93.6% | 0.37% | -93.1% |
| Q4 2019 | $25,283,000 | +9.7% | 130,565 | +2.0% | 5.35% | -1.1% |
| Q3 2019 | $23,043,000 | +18.3% | 127,993 | +17.8% | 5.41% | +13.7% |
| Q2 2019 | $19,481,000 | +23.7% | 108,687 | +19.0% | 4.76% | +8.2% |
| Q1 2019 | $15,748,000 | +2.4% | 91,365 | -10.5% | 4.40% | -6.6% |
| Q4 2018 | $15,379,000 | – | 102,068 | – | 4.71% | – |
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% |