ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 277 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $227,305 | -93.4% | 3,063 | -93.5% | 0.00% | – |
| Q1 2023 | $3,431,222 | +408.4% | 47,249 | +386.4% | 0.00% | – |
| Q4 2022 | $674,901 | +152.8% | 9,715 | +203.6% | 0.00% | – |
| Q1 2022 | $267,000 | -79.8% | 3,200 | -78.4% | 0.00% | – |
| Q4 2021 | $1,320,000 | +26.0% | 14,810 | +44.0% | 0.00% | – |
| Q2 2021 | $1,048,000 | +90.5% | 10,282 | +83.6% | 0.00% | – |
| Q1 2021 | $550,000 | +120.0% | 5,600 | +80.8% | 0.00% | – |
| Q3 2020 | $250,000 | – | 3,098 | – | 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% |