ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $947,409 | +60.6% | 13,849 | +50.0% | 0.27% | -25.0% |
| Q1 2023 | $590,079 | -32.7% | 9,235 | -38.3% | 0.36% | +36.9% |
| Q4 2022 | $876,350 | -21.4% | 14,979 | -22.3% | 0.26% | -28.4% |
| Q3 2022 | $1,115,000 | +3.8% | 19,280 | +8.3% | 0.36% | -3.2% |
| Q2 2022 | $1,074,000 | -21.5% | 17,802 | -0.7% | 0.38% | -26.9% |
| Q1 2022 | $1,369,000 | -11.9% | 17,929 | -3.5% | 0.51% | -9.8% |
| Q4 2021 | $1,554,000 | +0.6% | 18,575 | -11.1% | 0.57% | -16.6% |
| Q3 2021 | $1,544,000 | -5.5% | 20,888 | -7.0% | 0.68% | -28.1% |
| Q2 2021 | $1,633,000 | +81.4% | 22,455 | +62.6% | 0.95% | +25.4% |
| Q1 2021 | $900,000 | – | 13,812 | – | 0.76% | – |
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% |