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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $59,442 | +4.1% | 801 | +7.1% | 0.00% | 0.0% |
| Q2 2023 | $57,117 | +5.0% | 748 | -0.1% | 0.00% | 0.0% |
| Q1 2023 | $54,392 | +33269.3% | 749 | -68.1% | 0.00% | -60.0% |
| Q4 2022 | $163 | -99.9% | 2,345 | +8.9% | 0.01% | 0.0% |
| Q3 2022 | $148,000 | -6.9% | 2,153 | -6.1% | 0.01% | +25.0% |
| Q2 2022 | $159,000 | +160.7% | 2,294 | +213.8% | 0.00% | +300.0% |
| Q1 2022 | $61,000 | -1.6% | 731 | +4.4% | 0.00% | 0.0% |
| Q4 2021 | $62,000 | – | 700 | – | 0.00% | – |
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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% |