ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,120 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $393,076 | -2.9% | 5,745 | 0.0% | 0.08% | -4.9% |
| Q2 2023 | $404,911 | +20.0% | 5,745 | +8.8% | 0.08% | +11.0% |
| Q1 2023 | $337,337 | +9.5% | 5,280 | +0.2% | 0.07% | +2.8% |
| Q4 2022 | $308,135 | +4.1% | 5,267 | +2.9% | 0.07% | -6.6% |
| Q3 2022 | $296,000 | -4.2% | 5,117 | +0.0% | 0.08% | -3.8% |
| Q2 2022 | $309,000 | -20.8% | 5,116 | +0.1% | 0.08% | -16.0% |
| Q1 2022 | $390,000 | -8.7% | 5,109 | +0.1% | 0.09% | +5.6% |
| Q4 2021 | $427,000 | -40.8% | 5,102 | -47.7% | 0.09% | -48.0% |
| Q3 2021 | $721,000 | +1.7% | 9,755 | 0.0% | 0.17% | -29.6% |
| Q2 2021 | $709,000 | +11.8% | 9,755 | +0.1% | 0.24% | +4.7% |
| Q1 2021 | $634,000 | +1.9% | 9,744 | 0.0% | 0.23% | -18.9% |
| Q4 2020 | $622,000 | – | 9,744 | – | 0.29% | – |
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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% |