ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,142 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,339,622 | -2.9% | 34,195 | 0.0% | 1.44% | -0.3% |
| Q2 2023 | $2,410,064 | +10.3% | 34,195 | 0.0% | 1.44% | +5.9% |
| Q1 2023 | $2,184,719 | +5.5% | 34,195 | -3.4% | 1.36% | +0.4% |
| Q4 2022 | $2,070,608 | +1.1% | 35,395 | 0.0% | 1.36% | -8.6% |
| Q3 2022 | $2,048,000 | -4.1% | 35,395 | 0.0% | 1.48% | +1.0% |
| Q2 2022 | $2,136,000 | -21.4% | 35,395 | -0.6% | 1.47% | -12.8% |
| Q1 2022 | $2,719,000 | -14.3% | 35,595 | -6.2% | 1.68% | -14.4% |
| Q4 2021 | $3,174,000 | +65.1% | 37,932 | +45.9% | 1.97% | +38.7% |
| Q3 2021 | $1,922,000 | +1.6% | 26,000 | 0.0% | 1.42% | +61.1% |
| Q2 2021 | $1,891,000 | +11.3% | 26,000 | -0.4% | 0.88% | -5.7% |
| Q1 2021 | $1,699,000 | – | 26,100 | – | 0.93% | – |
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% |