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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $4,094,090 | +165.7% | 118,724 | +434.2% | 0.05% | +53.3% |
| Q2 2022 | $1,541,000 | -33.0% | 22,223 | -19.5% | 0.03% | +7.1% |
| Q1 2022 | $2,299,000 | +383.0% | 27,597 | +490.8% | 0.03% | +600.0% |
| Q2 2021 | $476,000 | +41.2% | 4,671 | -24.6% | 0.00% | -69.2% |
| Q1 2020 | $337,000 | -81.1% | 6,194 | -79.9% | 0.01% | -73.5% |
| Q3 2019 | $1,787,000 | -73.0% | 30,741 | -72.3% | 0.05% | -73.7% |
| Q2 2019 | $6,618,000 | +52.8% | 111,175 | +48.8% | 0.19% | +10.1% |
| Q1 2019 | $4,330,000 | +22.7% | 74,702 | +11.2% | 0.17% | -33.2% |
| Q4 2018 | $3,528,000 | – | 67,171 | – | 0.25% | – |
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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% |