Hotaling Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 975 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.

Quarter-by-quarter ownership
Hotaling Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$955
-99.9%
16,3280.0%0.43%
-4.6%
Q3 2022$945,000
-4.1%
16,3280.0%0.45%
+5.8%
Q2 2022$985,000
-21.0%
16,3280.0%0.43%
-10.6%
Q1 2022$1,247,000
-18.5%
16,328
-10.8%
0.48%
-10.0%
Q4 2021$1,531,000
+13.2%
18,3040.0%0.53%
-5.3%
Q3 2021$1,353,000
+1.7%
18,3040.0%0.56%
+3.9%
Q2 2021$1,331,000
+8.7%
18,304
-2.7%
0.54%
-1.6%
Q1 2021$1,224,000
-5.6%
18,804
-7.4%
0.55%
-9.1%
Q4 2020$1,296,000
+7.5%
20,304
+288.9%
0.60%
-7.2%
Q3 2020$1,206,000
+11.4%
5,2210.0%0.65%
+4.3%
Q2 2020$1,083,000
+25.6%
5,2210.0%0.62%
-2.6%
Q1 2020$862,000
-24.8%
5,221
-11.8%
0.64%
-2.4%
Q4 2019$1,147,000
+7.6%
5,9210.0%0.66%
-3.9%
Q3 2019$1,066,000
+0.5%
5,9210.0%0.68%
+0.6%
Q2 2019$1,061,000
+3.3%
5,921
-0.7%
0.68%
-1.9%
Q1 2019$1,027,000
+13.0%
5,961
-1.2%
0.69%
-6.1%
Q4 2018$909,0006,0360.74%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Howard Capital Management Inc. 67,188$12,718,00018.18%
EisnerAmper Wealth Management Corporate Benefits, LLC 115,650$17,425,00015.03%
Salomon & Ludwin, LLC 415,820$62,652,00014.47%
Silicon Valley Capital Partners 159,354$24,010,00012.06%
CHURCHILL MANAGEMENT Corp 1,822,833$274,646,00012.04%
LVZ, Inc. 256,082$38,584,00010.97%
Regal Wealth Group, Inc. 77,785$11,720,00010.68%
Paragon Wealth Strategies, LLC 92,575$13,809,0009.78%
Centerpoint Advisors, LLC 68,370$10,301,0009.77%
Pinnacle Family Advisors, LLC 91,920$13,850,0009.32%
View complete list of ISHARES TR shareholders