ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $518,055 | -0.1% | 7,575 | +2.0% | 0.06% | 0.0% |
| Q2 2023 | $518,650 | +41.5% | 7,423 | +29.9% | 0.06% | +35.7% |
| Q1 2023 | $366,524 | +81.2% | 5,716 | +68.7% | 0.04% | +55.6% |
| Q4 2022 | $202,289 | -2.7% | 3,389 | +21.3% | 0.03% | 0.0% |
| Q1 2022 | $208,000 | -7.6% | 2,795 | +4.1% | 0.03% | -3.6% |
| Q4 2021 | $225,000 | -87.2% | 2,684 | -88.7% | 0.03% | -87.5% |
| Q3 2021 | $1,764,000 | +220.1% | 23,696 | +174.4% | 0.22% | +190.9% |
| Q4 2020 | $551,000 | -74.3% | 8,634 | -16.3% | 0.08% | -76.6% |
| Q2 2020 | $2,142,000 | +73.4% | 10,321 | +37.9% | 0.33% | +50.9% |
| Q1 2020 | $1,235,000 | +466.5% | 7,482 | +515.3% | 0.22% | +560.6% |
| Q2 2019 | $218,000 | +3.8% | 1,216 | 0.0% | 0.03% | -8.3% |
| Q1 2019 | $210,000 | – | 1,216 | – | 0.04% | – |
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% |