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 | $1,296,080 | +0.8% | 18,943 | +3.8% | 0.74% | +7.1% |
| Q2 2023 | $1,285,767 | +8.4% | 18,243 | -1.8% | 0.69% | +1.0% |
| Q1 2023 | $1,186,373 | +9.2% | 18,569 | 0.0% | 0.68% | +3.6% |
| Q4 2022 | $1,086,287 | +159.9% | 18,569 | +156.9% | 0.66% | +113.2% |
| Q3 2022 | $418,000 | -28.5% | 7,228 | -25.5% | 0.31% | -31.1% |
| Q2 2022 | $585,000 | -21.4% | 9,696 | -0.5% | 0.45% | -5.9% |
| Q1 2022 | $744,000 | +86.9% | 9,745 | +104.8% | 0.48% | +85.3% |
| Q4 2021 | $398,000 | – | 4,758 | – | 0.26% | – |
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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% |