ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 346 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.77 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $1,472,000 | +6.5% | 9,635 | 0.0% | 0.02% | -11.5% |
| Q3 2017 | $1,382,000 | +4.8% | 9,635 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $1,319,000 | +4.1% | 9,635 | 0.0% | 0.03% | +4.0% |
| Q1 2017 | $1,267,000 | +8.0% | 9,635 | 0.0% | 0.02% | +4.2% |
| Q4 2016 | $1,173,000 | +0.1% | 9,635 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $1,172,000 | +4.4% | 9,635 | 0.0% | 0.02% | +9.1% |
| Q2 2016 | $1,123,000 | +0.5% | 9,635 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $1,117,000 | +0.1% | 9,635 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $1,116,000 | +7.4% | 9,635 | 0.0% | 0.02% | +4.8% |
| Q3 2015 | $1,039,000 | +2955.9% | 9,635 | +3111.7% | 0.02% | +2000.0% |
| Q2 2015 | $34,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $34,000 | +3.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $33,000 | +3.1% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $32,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $32,000 | -92.4% | 300 | -92.9% | 0.00% | -88.9% |
| Q1 2014 | $421,000 | +1303.3% | 4,220 | +1306.7% | 0.01% | +800.0% |
| Q4 2013 | $30,000 | +11.1% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $27,000 | +8.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $25,000 | – | 300 | – | 0.00% | – |
Download | ||||||
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% |