ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,236 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $6,772 | -49.7% | 106 | -53.9% | 0.00% | -42.9% |
| Q4 2022 | $13,455 | -84.0% | 230 | -84.2% | 0.01% | -82.9% |
| Q3 2022 | $84,000 | -57.8% | 1,456 | -55.8% | 0.04% | -47.4% |
| Q2 2022 | $199,000 | -45.8% | 3,291 | -31.6% | 0.08% | -43.9% |
| Q1 2022 | $367,000 | -9.8% | 4,811 | -1.1% | 0.14% | -15.8% |
| Q4 2021 | $407,000 | -7.7% | 4,866 | -18.4% | 0.16% | -17.5% |
| Q3 2021 | $441,000 | -6.2% | 5,966 | -7.7% | 0.20% | -11.9% |
| Q2 2021 | $470,000 | +1.5% | 6,466 | -9.1% | 0.23% | -15.3% |
| Q1 2021 | $463,000 | -10.6% | 7,116 | -12.3% | 0.27% | -18.3% |
| Q4 2020 | $518,000 | – | 8,116 | – | 0.33% | – |
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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% |