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 2023 | $13,382,382 | -8.8% | 195,592 | -6.0% | 2.02% | -4.5% |
| Q2 2023 | $14,666,089 | -1.1% | 208,089 | -10.4% | 2.12% | -8.0% |
| Q1 2023 | $14,835,488 | +11.2% | 232,204 | +1.8% | 2.30% | +5.2% |
| Q4 2022 | $13,344,909 | +1.0% | 228,118 | -0.1% | 2.19% | -6.6% |
| Q3 2022 | $13,213,000 | -5.7% | 228,393 | -1.6% | 2.35% | -2.3% |
| Q2 2022 | $14,006,000 | -13.4% | 232,074 | +9.6% | 2.40% | -3.0% |
| Q1 2022 | $16,179,000 | +1.4% | 211,828 | +11.1% | 2.48% | +3.0% |
| Q4 2021 | $15,953,000 | +11.9% | 190,664 | -1.2% | 2.40% | +3.6% |
| Q3 2021 | $14,257,000 | -2.3% | 192,894 | -3.9% | 2.32% | -1.2% |
| Q2 2021 | $14,592,000 | +12.4% | 200,635 | +0.6% | 2.35% | +6.2% |
| Q1 2021 | $12,981,000 | +1.8% | 199,375 | -0.2% | 2.21% | -5.3% |
| Q4 2020 | $12,752,000 | – | 199,819 | – | 2.33% | – |
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% |