ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 169 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.3%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prestige Wealth Management Group LLC | 291,505 | $22,909,378 | 5.20% |
| Cornerstone Planning Group LLC | 141,795 | $11,143,707 | 3.68% |
| Kades & Cheifetz LLC | 60,339 | $4,742,036 | 3.36% |
| 360 Financial, Inc. | 95,330 | $7,492,013 | 3.31% |
| Florin Court Capital LLP | 38,600 | $3,033,574 | 3.21% |
| Adams Wealth Management | 124,072 | $9,750,824 | 2.88% |
| Beaumont Capital Management, LLC | 44,818 | $3,522,247 | 2.67% |
| Baron Financial Group, LLC | 49,540 | $3,893,349 | 2.48% |
| AIRE ADVISORS, LLC | 123,974 | $9,755,027 | 2.42% |
| WETZEL INVESTMENT ADVISORS, INC. | 46,095 | $3,623 | 2.22% |