ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,327 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,069,000 | +0.5% | 17,318 | 0.0% | 0.58% | -2.9% |
| Q2 2022 | $1,064,000 | -24.8% | 17,318 | -10.4% | 0.59% | -16.2% |
| Q1 2022 | $1,415,000 | -9.4% | 19,318 | 0.0% | 0.71% | -42.8% |
| Q4 2021 | $1,562,000 | +2.6% | 19,318 | 0.0% | 1.24% | +2.6% |
| Q3 2021 | $1,522,000 | -1.7% | 19,318 | -7.5% | 1.21% | -8.1% |
| Q2 2021 | $1,548,000 | +6.6% | 20,888 | 0.0% | 1.32% | +13.5% |
| Q1 2021 | $1,452,000 | +8.7% | 20,888 | 0.0% | 1.16% | -12.1% |
| Q4 2020 | $1,336,000 | – | 20,888 | – | 1.32% | – |
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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% |