ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,309 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $330,811 | -2.9% | 4,835 | 0.0% | 0.30% | +0.3% |
Q2 2023 | $340,771 | +8.3% | 4,835 | -1.8% | 0.30% | +2.1% |
Q1 2023 | $314,530 | +9.2% | 4,923 | 0.0% | 0.29% | +0.3% |
Q4 2022 | $287,996 | +1.1% | 4,923 | 0.0% | 0.29% | -9.6% |
Q3 2022 | $285,000 | -4.0% | 4,923 | 0.0% | 0.32% | +0.6% |
Q2 2022 | $297,000 | -21.0% | 4,923 | 0.0% | 0.32% | -7.5% |
Q1 2022 | $376,000 | -8.7% | 4,923 | 0.0% | 0.35% | -2.5% |
Q4 2021 | $412,000 | – | 4,923 | – | 0.36% | – |
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% |