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 | $1,790,004 | -2.9% | 26,162 | 0.0% | 0.60% | -1.1% |
| Q2 2023 | $1,843,898 | +65.5% | 26,162 | +50.0% | 0.61% | +50.5% |
| Q1 2023 | $1,114,369 | +16.3% | 17,442 | +5.3% | 0.41% | -10.4% |
| Q4 2022 | $958,112 | +0.0% | 16,562 | 0.0% | 0.45% | +0.7% |
| Q3 2022 | $958,000 | -4.9% | 16,562 | 0.0% | 0.45% | -17.4% |
| Q2 2022 | $1,007,000 | +145.0% | 16,562 | +207.6% | 0.54% | +167.2% |
| Q1 2022 | $411,000 | -8.7% | 5,384 | 0.0% | 0.20% | -9.3% |
| Q4 2021 | $450,000 | +13.1% | 5,384 | 0.0% | 0.22% | 0.0% |
| Q3 2021 | $398,000 | -2.0% | 5,384 | 0.0% | 0.22% | -0.9% |
| Q2 2021 | $406,000 | +18.0% | 5,384 | +1.8% | 0.23% | 0.0% |
| Q1 2021 | $344,000 | +2.1% | 5,288 | 0.0% | 0.23% | -9.6% |
| Q4 2020 | $337,000 | +19.5% | 5,288 | +332.7% | 0.25% | -13.1% |
| Q3 2020 | $282,000 | +182.0% | 1,222 | +104.7% | 0.29% | +180.6% |
| Q1 2020 | $100,000 | – | 597 | – | 0.10% | – |
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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% |