ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,309 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,061,569 | -69.5% | 59,362 | -68.6% | 1.13% | -69.2% |
| Q2 2023 | $13,330,706 | +6532.2% | 189,142 | +7075.3% | 3.65% | +5988.3% |
| Q1 2022 | $201,000 | -8.6% | 2,636 | +0.2% | 0.06% | -4.8% |
| Q4 2021 | $220,000 | +8.9% | 2,632 | -5.4% | 0.06% | +5.0% |
| Q2 2021 | $202,000 | -89.7% | 2,783 | -67.1% | 0.06% | -94.3% |
| Q3 2020 | $1,957,000 | -43.9% | 8,471 | -49.6% | 1.06% | -27.2% |
| Q2 2020 | $3,489,000 | +71.3% | 16,818 | +36.3% | 1.46% | -6.5% |
| Q1 2020 | $2,037,000 | -55.0% | 12,342 | -47.2% | 1.56% | -5.5% |
| Q4 2019 | $4,529,000 | +59.4% | 23,392 | +48.2% | 1.65% | +11.1% |
| Q3 2019 | $2,841,000 | +12.7% | 15,785 | +12.2% | 1.48% | +3.0% |
| Q2 2019 | $2,520,000 | +920.2% | 14,064 | +878.0% | 1.44% | +567.1% |
| Q1 2019 | $247,000 | -44.7% | 1,438 | -51.6% | 0.22% | -48.8% |
| Q4 2018 | $447,000 | – | 2,973 | – | 0.42% | – |
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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% |