ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $27,710 | -2.9% | 405 | 0.0% | 0.01% | -7.1% |
Q2 2023 | $28,544 | +3.4% | 405 | -6.2% | 0.01% | 0.0% |
Q1 2023 | $27,600 | +9.2% | 432 | 0.0% | 0.01% | -6.7% |
Q4 2022 | $25,272 | +1.1% | 432 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $25,000 | -7.4% | 432 | -4.4% | 0.02% | -11.8% |
Q2 2022 | $27,000 | -22.9% | 452 | 0.0% | 0.02% | -19.0% |
Q1 2022 | $35,000 | -47.8% | 452 | -43.5% | 0.02% | -52.3% |
Q4 2021 | $67,000 | +13.6% | 800 | 0.0% | 0.04% | -2.2% |
Q3 2021 | $59,000 | +1.7% | 800 | 0.0% | 0.04% | -8.2% |
Q2 2021 | $58,000 | +11.5% | 800 | 0.0% | 0.05% | -15.5% |
Q1 2021 | $52,000 | +2.0% | 800 | 0.0% | 0.06% | -1.7% |
Q4 2020 | $51,000 | +10.9% | 800 | +300.0% | 0.06% | +11.3% |
Q3 2020 | $46,000 | +12.2% | 200 | 0.0% | 0.05% | +17.8% |
Q2 2020 | $41,000 | +24.2% | 200 | 0.0% | 0.04% | +12.5% |
Q1 2020 | $33,000 | -15.4% | 200 | 0.0% | 0.04% | +14.3% |
Q4 2019 | $39,000 | – | 200 | – | 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% |