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 | $3,843,976 | -12.2% | 56,182 | -9.5% | 3.04% | -12.1% |
| Q2 2023 | $4,377,587 | -0.6% | 62,111 | -9.9% | 3.45% | -8.2% |
| Q1 2023 | $4,403,924 | +0.2% | 68,930 | -8.2% | 3.76% | -5.9% |
| Q4 2022 | $4,394,953 | -1.9% | 75,127 | -3.0% | 4.00% | -13.7% |
| Q3 2022 | $4,480,000 | -1.9% | 77,449 | +2.3% | 4.64% | -1.8% |
| Q2 2022 | $4,569,000 | -20.9% | 75,715 | +0.1% | 4.72% | -9.9% |
| Q1 2022 | $5,778,000 | -12.5% | 75,647 | -4.1% | 5.24% | -10.2% |
| Q4 2021 | $6,601,000 | – | 78,888 | – | 5.84% | – |
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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% |