ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 59 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $227,045 | -1.9% | 3,061 | +1.0% | 0.00% | 0.0% |
| Q2 2023 | $231,525 | -76.2% | 3,032 | -81.5% | 0.00% | -83.3% |
| Q2 2019 | $974,000 | +2.7% | 16,364 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $948,000 | +41.1% | 16,364 | +27.9% | 0.01% | +20.0% |
| Q4 2018 | $672,000 | -12.3% | 12,796 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $766,000 | – | 12,796 | – | 0.01% | – |
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% |