ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,327 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $332,859 | -2.9% | 4,865 | 0.0% | 0.04% | -2.2% |
| Q2 2023 | $342,881 | +10.6% | 4,865 | +0.2% | 0.05% | +4.5% |
| Q1 2023 | $310,149 | +9.5% | 4,854 | +0.3% | 0.04% | -2.2% |
| Q4 2022 | $283,127 | +1.5% | 4,840 | +0.2% | 0.04% | -10.0% |
| Q3 2022 | $279,000 | -3.8% | 4,829 | +0.3% | 0.05% | +6.4% |
| Q2 2022 | $290,000 | -21.0% | 4,816 | +0.2% | 0.05% | -16.1% |
| Q1 2022 | $367,000 | -8.5% | 4,807 | +0.1% | 0.06% | +1.8% |
| Q4 2021 | $401,000 | – | 4,800 | – | 0.06% | – |
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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% |