ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,103 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.38 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,510 | -2.9% | 519 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $36,580 | +10.3% | 519 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $33,159 | +9.2% | 519 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $30,362 | +1.2% | 519 | 0.0% | 0.01% | -9.1% |
| Q3 2022 | $30,000 | -33.3% | 519 | -29.9% | 0.01% | -31.2% |
| Q2 2022 | $45,000 | -21.1% | 740 | 0.0% | 0.02% | -15.8% |
| Q1 2022 | $57,000 | -8.1% | 740 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $62,000 | +12.7% | 740 | 0.0% | 0.02% | +5.6% |
| Q3 2021 | $55,000 | +1.9% | 740 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $54,000 | +12.5% | 740 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $48,000 | +2.1% | 740 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $47,000 | – | 740 | – | 0.02% | – |
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% |