ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 66 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $277,487 | -2.8% | 3,529 | -1.3% | 0.00% | 0.0% |
| Q1 2024 | $285,552 | +8.7% | 3,577 | +7.0% | 0.00% | 0.0% |
| Q4 2023 | $262,804 | +15.7% | 3,344 | +9.2% | 0.00% | 0.0% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prestige Wealth Management Group LLC | 291,505 | $22,909,378 | 5.20% |
| Cornerstone Planning Group LLC | 141,795 | $11,143,707 | 3.68% |
| Kades & Cheifetz LLC | 60,339 | $4,742,036 | 3.36% |
| 360 Financial, Inc. | 95,330 | $7,492,013 | 3.31% |
| Florin Court Capital LLP | 38,600 | $3,033,574 | 3.21% |
| Adams Wealth Management | 124,072 | $9,750,824 | 2.88% |
| Beaumont Capital Management, LLC | 44,818 | $3,522,247 | 2.67% |
| Baron Financial Group, LLC | 49,540 | $3,893,349 | 2.48% |
| AIRE ADVISORS, LLC | 123,974 | $9,755,027 | 2.42% |
| WETZEL INVESTMENT ADVISORS, INC. | 46,095 | $3,623 | 2.22% |