WILLNER & HELLER, LLC - ISHARES TR ownership

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
WILLNER & HELLER, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$254,687
+3.1%
4,354
+1.8%
0.36%
-9.0%
Q3 2022$247,000
-3.9%
4,275
+0.3%
0.40%
-0.5%
Q2 2022$257,000
-27.4%
4,264
+0.7%
0.40%
-8.0%
Q1 2022$354,000
+12.4%
4,236
-0.5%
0.44%
+3.8%
Q4 2021$315,0004,2560.42%
Other shareholders
ISHARES TR shareholders Q3 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