ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 932 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,722 | +5.4% | 3,196 | -1.6% | 0.00% | – |
| Q1 2023 | $207,476 | -7.0% | 3,247 | -12.1% | 0.00% | – |
| Q2 2022 | $223,000 | -66.9% | 3,695 | -54.1% | 0.00% | – |
| Q4 2021 | $673,000 | +147.4% | 8,046 | +118.6% | 0.00% | – |
| Q3 2021 | $272,000 | -45.9% | 3,681 | -46.8% | 0.00% | – |
| Q2 2021 | $503,000 | -11.8% | 6,915 | -21.1% | 0.00% | – |
| Q1 2021 | $570,000 | +102.1% | 8,761 | +98.3% | 0.00% | – |
| Q4 2020 | $282,000 | +15.1% | 4,419 | +198.0% | 0.00% | – |
| Q1 2020 | $245,000 | -4.3% | 1,483 | +2.6% | 0.00% | – |
| Q3 2018 | $256,000 | -9.5% | 1,445 | -16.9% | 0.00% | – |
| Q2 2018 | $283,000 | – | 1,739 | – | 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% |