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 | $485,166 | -5.1% | 7,091 | -2.3% | 0.08% | -8.4% |
| Q2 2023 | $511,332 | +6.8% | 7,255 | -3.2% | 0.08% | -2.4% |
| Q1 2023 | $478,664 | +12.2% | 7,492 | +2.7% | 0.08% | +4.9% |
| Q4 2022 | $426,641 | -0.8% | 7,293 | -1.8% | 0.08% | -15.6% |
| Q3 2022 | $430,000 | -1.4% | 7,426 | +2.7% | 0.10% | -2.0% |
| Q2 2022 | $436,000 | -25.1% | 7,232 | -10.6% | 0.10% | -23.4% |
| Q1 2022 | $582,000 | +9.6% | 8,094 | +27.6% | 0.13% | +7.6% |
| Q4 2021 | $531,000 | – | 6,342 | – | 0.12% | – |
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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% |