ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,172 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,628,738 | -0.4% | 23,805 | +2.6% | 0.68% | +0.9% |
| Q2 2023 | $1,635,136 | +8.2% | 23,200 | -2.0% | 0.68% | +2.4% |
| Q1 2023 | $1,511,893 | +29.3% | 23,664 | +5.4% | 0.66% | +14.0% |
| Q4 2022 | $1,169,064 | -10.0% | 22,446 | 0.0% | 0.58% | -14.7% |
| Q3 2022 | $1,299,000 | +95.0% | 22,446 | +117.6% | 0.68% | +99.4% |
| Q2 2022 | $666,000 | -18.7% | 10,314 | 0.0% | 0.34% | -15.2% |
| Q1 2022 | $819,000 | -5.1% | 10,314 | 0.0% | 0.40% | -8.2% |
| Q4 2021 | $863,000 | +10.6% | 10,314 | -2.3% | 0.44% | +2.8% |
| Q3 2021 | $780,000 | +2.0% | 10,560 | +0.4% | 0.42% | -10.5% |
| Q2 2021 | $765,000 | +11.7% | 10,518 | -0.1% | 0.48% | -2.5% |
| Q1 2021 | $685,000 | -28.0% | 10,527 | -29.3% | 0.49% | -39.6% |
| Q4 2020 | $951,000 | – | 14,897 | – | 0.81% | – |
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% |