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 | $3,593,829 | +34.3% | 52,526 | +38.4% | 0.54% | +55.5% |
| Q2 2023 | $2,675,209 | +137.9% | 37,957 | +115.7% | 0.35% | +133.8% |
| Q1 2023 | $1,124,464 | +25.4% | 17,600 | +14.8% | 0.15% | +19.4% |
| Q4 2022 | $896,571 | +182.8% | 15,326 | +179.9% | 0.12% | +143.1% |
| Q3 2022 | $317,000 | +12.4% | 5,475 | +17.2% | 0.05% | +18.6% |
| Q2 2022 | $282,000 | -8.7% | 4,670 | +15.4% | 0.04% | +2.4% |
| Q1 2022 | $309,000 | -11.5% | 4,047 | -3.1% | 0.04% | -8.7% |
| Q4 2021 | $349,000 | +7.1% | 4,177 | -0.0% | 0.05% | +4.5% |
| Q3 2021 | $326,000 | +3.8% | 4,179 | -3.3% | 0.04% | +2.3% |
| Q2 2021 | $314,000 | -61.1% | 4,320 | -65.2% | 0.04% | -64.2% |
| Q1 2021 | $808,000 | +2.5% | 12,408 | +0.5% | 0.12% | -11.8% |
| Q4 2020 | $788,000 | – | 12,347 | – | 0.14% | – |
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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% |