ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,047,373 | -5.4% | 15,308 | -2.6% | 0.60% | -3.1% |
| Q2 2023 | $1,107,664 | +10.3% | 15,716 | 0.0% | 0.62% | +3.9% |
| Q1 2023 | $1,004,095 | +9.2% | 15,716 | 0.0% | 0.60% | +1.7% |
| Q4 2022 | $919,386 | +1.1% | 15,716 | 0.0% | 0.58% | -14.2% |
| Q3 2022 | $909,000 | -4.1% | 15,716 | 0.0% | 0.68% | -1.6% |
| Q2 2022 | $948,000 | -21.0% | 15,716 | 0.0% | 0.69% | -13.0% |
| Q1 2022 | $1,200,000 | -8.7% | 15,716 | 0.0% | 0.80% | -11.1% |
| Q4 2021 | $1,315,000 | – | 15,716 | – | 0.90% | – |
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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% |