ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 164 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $103,927 | +0.9% | 1,496 | 0.0% | 0.03% | -9.1% |
| Q3 2022 | $103,000 | -1.0% | 1,496 | 0.0% | 0.03% | +3.1% |
| Q2 2022 | $104,000 | -16.8% | 1,496 | 0.0% | 0.03% | -3.0% |
| Q1 2022 | $125,000 | -6.0% | 1,496 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $133,000 | -10.7% | 1,496 | 0.0% | 0.03% | -25.0% |
| Q3 2021 | $149,000 | -2.6% | 1,496 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $153,000 | +4.1% | 1,496 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $147,000 | +2.1% | 1,496 | 0.0% | 0.04% | -2.2% |
| Q4 2020 | $144,000 | +19.0% | 1,496 | 0.0% | 0.04% | +7.1% |
| Q3 2020 | $121,000 | +14.2% | 1,496 | 0.0% | 0.04% | +20.0% |
| Q2 2020 | $106,000 | – | 1,496 | – | 0.04% | – |
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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% |