Worth Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,270 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.

Quarter-by-quarter ownership
Worth Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$35,240
+10.3%
5000.0%0.03%
+12.5%
Q1 2023$31,945
+9.2%
5000.0%0.02%
+20.0%
Q4 2022$29,250
-26.9%
500
-28.6%
0.02%
-31.0%
Q3 2022$40,000
-60.8%
700
-58.7%
0.03%
-58.6%
Q2 2022$102,000
-13.6%
1,696
-10.4%
0.07%
-9.1%
Q1 2022$118,0001,8920.08%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Howard Capital Management Inc. 67,188$12,718,00018.18%
EisnerAmper Wealth Management Corporate Benefits, LLC 115,650$17,425,00015.03%
Salomon & Ludwin, LLC 415,820$62,652,00014.47%
Silicon Valley Capital Partners 159,354$24,010,00012.06%
CHURCHILL MANAGEMENT Corp 1,822,833$274,646,00012.04%
LVZ, Inc. 256,082$38,584,00010.97%
Regal Wealth Group, Inc. 77,785$11,720,00010.68%
Paragon Wealth Strategies, LLC 92,575$13,809,0009.78%
Centerpoint Advisors, LLC 68,370$10,301,0009.77%
Pinnacle Family Advisors, LLC 91,920$13,850,0009.32%
View complete list of ISHARES TR shareholders