ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 413 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 0.30 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,360,242 | -10.3% | 49,112 | -7.6% | 0.10% | -9.3% |
| Q2 2023 | $3,745,095 | +5.4% | 53,137 | -4.4% | 0.11% | -1.8% |
| Q1 2023 | $3,551,644 | +97526.3% | 55,590 | -10.6% | 0.11% | -4.4% |
| Q4 2022 | $3,638 | -99.9% | 62,178 | -51.5% | 0.11% | -10.9% |
| Q3 2022 | $3,708,705 | -3.7% | 128,074 | +100.7% | 0.13% | -1.5% |
| Q2 2022 | $3,851,000 | +5248.6% | 63,803 | +9931.9% | 0.13% | +3150.0% |
| Q1 2015 | $72,000 | – | 636 | – | 0.00% | – |
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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% |