CBIZ Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 932 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.

Quarter-by-quarter ownership
CBIZ Investment Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$6,0000.0%100
+300.0%
0.00%0.0%
Q3 2020$6,000
+20.0%
250.0%0.00%0.0%
Q2 2020$5,000
-61.5%
25
-68.4%
0.00%
-50.0%
Q1 2020$13,000
-13.3%
790.0%0.00%0.0%
Q4 2019$15,000790.00%
Other shareholders
ISHARES TR shareholders Q1 2020
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