ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,172 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $672,842 | -4.9% | 9,834 | -2.0% | 0.20% | 0.0% |
| Q2 2023 | $707,196 | +10.3% | 10,034 | 0.0% | 0.20% | +5.2% |
| Q1 2023 | $641,072 | +80538.0% | 10,034 | -26.2% | 0.19% | -19.7% |
| Q4 2022 | $795 | -99.9% | 13,594 | -28.9% | 0.24% | -30.9% |
| Q3 2022 | $1,106,000 | -7.1% | 19,117 | -3.0% | 0.35% | +0.6% |
| Q2 2022 | $1,190,000 | -50.2% | 19,717 | -36.9% | 0.34% | -40.8% |
| Q1 2022 | $2,389,000 | -13.8% | 31,272 | -5.6% | 0.58% | -13.7% |
| Q4 2021 | $2,771,000 | +23.9% | 33,121 | +7.8% | 0.67% | +12.5% |
| Q3 2021 | $2,236,000 | 0.0% | 30,738 | 0.0% | 0.60% | 0.0% |
| Q2 2021 | $2,236,000 | – | 30,738 | – | 0.60% | – |
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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% |