ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 983 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,829,826 | -4.4% | 143,669 | -1.5% | 0.92% | -9.5% |
| Q2 2023 | $10,277,698 | +7.6% | 145,824 | -2.5% | 1.02% | -1.4% |
| Q1 2023 | $9,553,907 | +8.0% | 149,537 | -1.2% | 1.04% | -1.9% |
| Q4 2022 | $8,850,104 | -4.3% | 151,284 | -5.3% | 1.06% | -11.2% |
| Q3 2022 | $9,246,000 | +2.4% | 159,832 | +6.8% | 1.19% | +2.6% |
| Q2 2022 | $9,033,000 | -21.3% | 149,670 | -0.4% | 1.16% | +2.1% |
| Q1 2022 | $11,482,000 | -15.4% | 150,328 | -7.4% | 1.14% | -20.2% |
| Q4 2021 | $13,580,000 | +12.6% | 162,302 | -0.6% | 1.42% | -3.9% |
| Q3 2021 | $12,064,000 | +1.6% | 163,227 | +0.0% | 1.48% | -6.1% |
| Q2 2021 | $11,871,000 | +3.7% | 163,217 | -83.3% | 1.58% | -9.7% |
| Q1 2021 | $11,447,000 | -6.1% | 975,134 | +410.6% | 1.74% | -17.6% |
| Q4 2020 | $12,189,000 | -10.6% | 190,993 | +223.7% | 2.12% | -19.6% |
| Q3 2020 | $13,636,000 | +1.1% | 59,010 | -9.2% | 2.63% | -14.3% |
| Q2 2020 | $13,491,000 | +20.8% | 65,020 | -3.9% | 3.07% | -1.3% |
| Q1 2020 | $11,170,000 | – | 67,680 | – | 3.11% | – |
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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% |