ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 167 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $300,340 | -31.4% | 4,135 | -34.4% | 0.01% | -37.5% |
| Q4 2022 | $438,002 | -27.1% | 6,304 | -27.7% | 0.02% | -30.4% |
| Q3 2022 | $601,000 | -16.2% | 8,724 | -15.6% | 0.02% | -8.0% |
| Q2 2022 | $717,000 | -14.5% | 10,335 | +2.7% | 0.02% | 0.0% |
| Q1 2022 | $839,000 | +41.0% | 10,066 | +50.8% | 0.02% | +47.1% |
| Q4 2021 | $595,000 | -66.5% | 6,675 | -62.5% | 0.02% | -67.9% |
| Q3 2021 | $1,777,000 | -6.1% | 17,819 | -4.0% | 0.05% | -5.4% |
| Q2 2021 | $1,892,000 | -19.8% | 18,554 | -22.8% | 0.06% | -25.3% |
| Q1 2021 | $2,359,000 | +176.6% | 24,020 | +172.0% | 0.08% | +158.6% |
| Q4 2020 | $853,000 | +41.9% | 8,831 | +18.6% | 0.03% | +20.8% |
| Q3 2020 | $601,000 | +114.6% | 7,444 | +88.9% | 0.02% | +100.0% |
| Q2 2020 | $280,000 | +13.8% | 3,940 | -12.9% | 0.01% | -20.0% |
| Q1 2020 | $246,000 | – | 4,525 | – | 0.02% | – |
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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% |