ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,947 | +21.6% | 170 | +40.5% | 0.01% | +28.6% |
| Q2 2021 | $9,000 | +12.5% | 121 | 0.0% | 0.01% | +16.7% |
| Q1 2021 | $8,000 | 0.0% | 121 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $8,000 | +14.3% | 121 | +303.3% | 0.01% | +16.7% |
| Q3 2020 | $7,000 | +16.7% | 30 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $6,000 | +50.0% | 30 | 0.0% | 0.01% | +40.0% |
| Q1 2020 | $4,000 | -88.2% | 30 | -83.1% | 0.01% | -86.1% |
| Q4 2019 | $34,000 | – | 177 | – | 0.04% | – |
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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% |