Advisors Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 220 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.59 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 2023
NameSharesValueWeighting ↓
Friedenthal Financial 71,014$4,893,0003.41%
Aspire Wealth Management Corp 43,555$3,001,0002.83%
360 Financial, Inc. 50,015$3,446,0002.24%
Buttonwood Financial Group, LLC 31,111$2,101,0002.18%
AIRE ADVISORS, LLC 85,004$5,857,0002.02%
Baron Financial Group, LLC 38,925$2,682,0001.81%
MCMORGAN & CO LLC 107,335$7,395,0001.75%
LPWM LLC 41,623$2,868,0001.71%
Future Financial Wealth Managment LLC 19,900$1,380,0001.59%
HORIZON FINANCIAL SERVICES, LLC 24,636$1,697,0001.51%
View complete list of ISHARES TR shareholders