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 | $2,679,864 | +2.0% | 39,168 | +5.0% | 0.34% | +13.1% |
Q2 2023 | $2,628,057 | +10.8% | 37,288 | +0.5% | 0.30% | +1.0% |
Q1 2023 | $2,371,156 | -84.2% | 37,113 | -85.5% | 0.30% | -84.7% |
Q4 2022 | $14,973,090 | +385.8% | 255,950 | +380.4% | 1.97% | +324.8% |
Q3 2022 | $3,082,000 | +0.3% | 53,278 | +4.7% | 0.46% | +4.0% |
Q2 2022 | $3,072,000 | -39.9% | 50,910 | -23.9% | 0.45% | -37.2% |
Q1 2022 | $5,109,000 | -13.0% | 66,885 | -4.7% | 0.71% | -14.3% |
Q4 2021 | $5,873,000 | +9.1% | 70,191 | -3.6% | 0.83% | -0.7% |
Q3 2021 | $5,383,000 | +2.7% | 72,835 | +1.1% | 0.83% | +0.5% |
Q2 2021 | $5,239,000 | +58.0% | 72,034 | +41.5% | 0.83% | +37.2% |
Q1 2021 | $3,315,000 | +81.1% | 50,920 | +77.6% | 0.60% | +78.5% |
Q4 2020 | $1,830,000 | +16.9% | 28,679 | +323.3% | 0.34% | -7.9% |
Q3 2020 | $1,566,000 | +167.2% | 6,775 | +140.1% | 0.37% | +142.1% |
Q2 2020 | $586,000 | – | 2,822 | – | 0.15% | – |
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% |