ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,188 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,265,800 | +34.9% | 106,194 | +39.0% | 1.15% | +42.4% |
| Q2 2023 | $5,385,102 | +1919.8% | 76,406 | +1731.0% | 0.80% | +1772.1% |
| Q1 2023 | $266,615 | +14.3% | 4,173 | +4.7% | 0.04% | +4.9% |
| Q4 2022 | $233,247 | -4.4% | 3,987 | -5.4% | 0.04% | -14.6% |
| Q3 2022 | $244,000 | -3.9% | 4,214 | +0.2% | 0.05% | -2.0% |
| Q2 2022 | $254,000 | -38.0% | 4,207 | -21.7% | 0.05% | -41.7% |
| Q1 2022 | $410,000 | -93.7% | 5,373 | -93.1% | 0.08% | -93.6% |
| Q4 2021 | $6,499,000 | +24.0% | 77,677 | +9.6% | 1.31% | +11.0% |
| Q3 2021 | $5,241,000 | -3.0% | 70,896 | -4.6% | 1.18% | -7.5% |
| Q2 2021 | $5,402,000 | +17.2% | 74,281 | +4.9% | 1.27% | -1.5% |
| Q1 2021 | $4,610,000 | -1.9% | 70,809 | -3.9% | 1.29% | -6.8% |
| Q4 2020 | $4,701,000 | +4.8% | 73,654 | +279.3% | 1.38% | -14.1% |
| Q3 2020 | $4,487,000 | +3.7% | 19,416 | -6.9% | 1.61% | -5.6% |
| Q2 2020 | $4,327,000 | +470.1% | 20,855 | +353.8% | 1.71% | +317.8% |
| Q1 2020 | $759,000 | -76.0% | 4,596 | -71.8% | 0.41% | -81.8% |
| Q4 2019 | $3,156,000 | – | 16,300 | – | 2.24% | – |
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% |