ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 975 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,236,760 | -3.8% | 18,076 | -0.9% | 0.82% | -0.1% |
| Q2 2023 | $1,285,414 | +4.3% | 18,238 | -5.4% | 0.82% | +0.6% |
| Q1 2023 | $1,232,310 | +11.4% | 19,288 | +2.0% | 0.82% | +8.2% |
| Q4 2022 | $1,106,469 | +24.5% | 18,914 | +23.1% | 0.76% | +15.8% |
| Q3 2022 | $889,000 | +3.1% | 15,360 | +7.6% | 0.65% | +7.0% |
| Q2 2022 | $862,000 | -20.5% | 14,281 | +0.6% | 0.61% | -13.5% |
| Q1 2022 | $1,084,000 | +17.2% | 14,193 | +22.7% | 0.70% | +17.7% |
| Q4 2021 | $925,000 | +9.1% | 11,570 | +0.8% | 0.60% | 0.0% |
| Q3 2021 | $848,000 | -1.6% | 11,477 | -3.1% | 0.60% | -0.8% |
| Q2 2021 | $862,000 | +18.9% | 11,849 | +6.4% | 0.60% | +8.8% |
| Q1 2021 | $725,000 | +1.3% | 11,137 | -0.7% | 0.56% | -3.1% |
| Q4 2020 | $716,000 | +9.0% | 11,221 | +294.8% | 0.57% | -0.3% |
| Q3 2020 | $657,000 | -0.6% | 2,842 | -10.8% | 0.58% | -6.0% |
| Q2 2020 | $661,000 | +24.7% | 3,187 | -0.7% | 0.61% | +8.1% |
| Q1 2020 | $530,000 | -30.7% | 3,209 | -18.8% | 0.57% | -20.5% |
| Q4 2019 | $765,000 | – | 3,954 | – | 0.71% | – |
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% |