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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $5,968,000 | +6.8% | 30,824 | -0.7% | 2.74% | -4.3% |
| Q3 2019 | $5,588,000 | -2.7% | 31,038 | -3.1% | 2.86% | -24.5% |
| Q2 2019 | $5,743,000 | +2.8% | 32,041 | -1.1% | 3.79% | -14.1% |
| Q1 2019 | $5,585,000 | +13.1% | 32,403 | -1.2% | 4.41% | +2.8% |
| Q4 2018 | $4,940,000 | -16.5% | 32,785 | -1.8% | 4.29% | +24.2% |
| Q3 2018 | $5,916,000 | +8.5% | 33,394 | -0.4% | 3.46% | -4.6% |
| Q2 2018 | $5,454,000 | +4.4% | 33,542 | -0.4% | 3.62% | -10.0% |
| Q1 2018 | $5,223,000 | -0.1% | 33,687 | -1.5% | 4.02% | +11.7% |
| Q4 2017 | $5,226,000 | – | 34,209 | – | 3.60% | – |
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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% |