ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $221,950 | -9.9% | 3,157 | -8.7% | 0.07% | -9.1% |
Q2 2023 | $246,280 | +3.6% | 3,456 | -6.9% | 0.08% | -6.1% |
Q1 2023 | $237,797 | +8.5% | 3,712 | -0.3% | 0.08% | +1.2% |
Q4 2022 | $219,191 | -35.5% | 3,722 | +13.4% | 0.08% | -43.0% |
Q3 2022 | $340,000 | +20.1% | 3,282 | -27.7% | 0.14% | -7.8% |
Q2 2022 | $283,000 | -18.7% | 4,542 | -0.2% | 0.15% | -1.3% |
Q1 2022 | $348,000 | -2.2% | 4,553 | +128.6% | 0.16% | -46.4% |
Q4 2021 | $356,000 | +4.7% | 1,992 | 0.0% | 0.29% | -1.7% |
Q3 2021 | $340,000 | +13.3% | 1,992 | -51.8% | 0.30% | +12.1% |
Q2 2021 | $300,000 | – | 4,129 | – | 0.26% | – |
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% |