Advisors Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 245 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Advisors Asset Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$444,518
+1.9%
5,990
+4.9%
0.01%
+11.1%
Q2 2023$436,016
+7.5%
5,710
+2.3%
0.01%
+12.5%
Q1 2023$405,437
+10.4%
5,583
+5.6%
0.01%0.0%
Q4 2022$367,149
+1.4%
5,285
+0.7%
0.01%0.0%
Q3 2022$362,000
-2.4%
5,250
-1.9%
0.01%
+14.3%
Q2 2022$371,000
-16.3%
5,351
+0.8%
0.01%0.0%
Q1 2022$443,000
-4.9%
5,311
+1.6%
0.01%0.0%
Q4 2021$466,000
-8.4%
5,225
+2.3%
0.01%
-12.5%
Q3 2021$509,000
-0.2%
5,106
+2.1%
0.01%0.0%
Q2 2021$510,000
+38.6%
5,001
+33.4%
0.01%
+33.3%
Q1 2021$368,000
+71.2%
3,750
+68.8%
0.01%
+50.0%
Q4 2020$215,000
+18.1%
2,222
-1.2%
0.00%
+33.3%
Q3 2020$182,000
+13.8%
2,2500.0%0.00%0.0%
Q2 2020$160,000
+36.8%
2,250
+4.7%
0.00%0.0%
Q1 2020$117,000
-31.2%
2,149
-20.6%
0.00%0.0%
Q4 2019$170,000
+15.6%
2,706
+7.4%
0.00%0.0%
Q3 2019$147,000
+93.4%
2,520
+96.7%
0.00%
+200.0%
Q2 2019$76,000
+117.1%
1,281
+114.9%
0.00%0.0%
Q1 2019$35,0005960.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Tradewinds Capital Management, LLC 618,903$45,928,79215.73%
Prestige Wealth Management Group LLC 314,824$23,363,0905.76%
Kades & Cheifetz LLC 66,886$4,963,5913.93%
Florin Court Capital LLP 24,378$1,809,0913.86%
Cornerstone Planning Group LLC 127,192$9,438,9493.60%
Adams Wealth Management 118,734$8,811,2502.99%
360 Financial, Inc. 64,445$4,762,4902.96%
AIRE ADVISORS, LLC 122,957$9,124,8912.44%
Baron Financial Group, LLC 49,300$3,658,5532.38%
HORIZON FINANCIAL SERVICES, LLC 38,940$2,889,7282.32%
View complete list of ISHARES TR shareholders