ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 183 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $943,941 | +3.5% | 12,719 | +6.5% | 0.00% | 0.0% |
| Q2 2023 | $912,088 | +2.0% | 11,944 | -3.0% | 0.00% | 0.0% |
| Q1 2023 | $893,774 | -50.4% | 12,308 | -52.5% | 0.00% | -66.7% |
| Q4 2022 | $1,801,894 | +46.3% | 25,938 | +45.0% | 0.00% | +50.0% |
| Q3 2022 | $1,232,000 | +126.1% | 17,891 | +127.6% | 0.00% | +100.0% |
| Q2 2022 | $545,000 | +84.7% | 7,859 | +122.3% | 0.00% | – |
| Q1 2022 | $295,000 | +123.5% | 3,535 | +139.0% | 0.00% | – |
| Q4 2021 | $132,000 | -61.4% | 1,479 | -56.9% | 0.00% | -100.0% |
| Q3 2021 | $342,000 | -7.1% | 3,428 | -5.1% | 0.00% | 0.0% |
| Q2 2021 | $368,000 | -3.4% | 3,613 | -6.8% | 0.00% | 0.0% |
| Q1 2021 | $381,000 | +2830.8% | 3,876 | +2814.3% | 0.00% | – |
| Q4 2020 | $13,000 | -90.7% | 133 | -94.1% | 0.00% | – |
| Q4 2019 | $140,000 | +483.3% | 2,238 | +448.5% | 0.00% | – |
| Q3 2019 | $24,000 | -20.0% | 408 | -19.7% | 0.00% | – |
| Q2 2019 | $30,000 | +3.4% | 508 | 0.0% | 0.00% | – |
| Q1 2019 | $29,000 | +7.4% | 508 | 0.0% | 0.00% | – |
| Q4 2018 | $27,000 | – | 508 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MCMORGAN & CO LLC | 177,591 | $12,318,000 | 2.76% |
| Aspire Wealth Management Corp | 42,769 | $2,966,000 | 2.73% |
| Buttonwood Financial Group, LLC | 36,808 | $2,506,000 | 2.45% |
| Stewardship Advisors, LLC | 80,473 | $5,582,000 | 2.34% |
| AIRE ADVISORS, LLC | 70,037 | $4,859,000 | 1.73% |
| Future Financial Wealth Managment LLC | 20,836 | $1,736,000 | 1.70% |
| Sanford Advisory Services, LLC | 84,140 | $5,836,000 | 1.65% |
| LPWM LLC | 40,348 | $2,860,000 | 1.60% |
| Provident Wealth Management, LLC | 34,486 | $2,392,000 | 1.52% |
| ONE Advisory Partners, LLC | 27,555 | $1,911,000 | 1.27% |