ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 733 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $724,449 | +8.8% | 11,339 | -0.4% | 0.48% | +3.2% |
| Q4 2022 | $665,672 | -6.1% | 11,379 | -7.2% | 0.47% | -5.8% |
| Q3 2022 | $709,000 | -8.8% | 12,259 | -4.8% | 0.50% | -2.7% |
| Q2 2022 | $777,000 | -11.9% | 12,874 | +11.5% | 0.51% | +6.0% |
| Q1 2022 | $882,000 | -6.3% | 11,544 | +2.7% | 0.48% | -3.8% |
| Q4 2021 | $941,000 | +14.2% | 11,244 | +0.9% | 0.50% | +6.1% |
| Q3 2021 | $824,000 | +2.5% | 11,144 | +220.4% | 0.47% | -29.5% |
| Q3 2020 | $804,000 | +12.0% | 3,478 | +0.6% | 0.67% | +3.5% |
| Q2 2020 | $718,000 | +20.9% | 3,458 | -3.9% | 0.65% | -5.0% |
| Q1 2020 | $594,000 | -14.4% | 3,598 | +0.4% | 0.68% | +11.4% |
| Q4 2019 | $694,000 | +6.4% | 3,582 | -1.1% | 0.61% | -0.5% |
| Q3 2019 | $652,000 | +4.2% | 3,622 | +3.6% | 0.62% | +2.8% |
| Q2 2019 | $626,000 | +24.7% | 3,495 | +19.7% | 0.60% | +15.7% |
| Q2 2018 | $502,000 | +9.8% | 2,920 | -1.0% | 0.52% | -14.3% |
| Q1 2018 | $457,000 | – | 2,950 | – | 0.60% | – |
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% |