ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 167 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $133,578 | -2.8% | 1,800 | 0.0% | 0.02% | -10.5% |
| Q2 2023 | $137,448 | -16.5% | 1,800 | -20.6% | 0.02% | -24.0% |
| Q1 2023 | $164,702 | +5.2% | 2,268 | +0.6% | 0.02% | +4.2% |
| Q4 2022 | $156,585 | +1.0% | 2,254 | 0.0% | 0.02% | -7.7% |
| Q3 2022 | $155,000 | -1.3% | 2,254 | -0.4% | 0.03% | +4.0% |
| Q2 2022 | $157,000 | -14.2% | 2,262 | +2.8% | 0.02% | +4.2% |
| Q1 2022 | $183,000 | -6.6% | 2,200 | 0.0% | 0.02% | -4.0% |
| Q4 2021 | $196,000 | -10.5% | 2,200 | 0.0% | 0.02% | -16.7% |
| Q3 2021 | $219,000 | -2.2% | 2,200 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $224,000 | +3.7% | 2,200 | 0.0% | 0.03% | -9.1% |
| Q1 2021 | $216,000 | +1.9% | 2,200 | 0.0% | 0.03% | -2.9% |
| Q4 2020 | $212,000 | +19.1% | 2,200 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $178,000 | +14.1% | 2,200 | 0.0% | 0.03% | +3.0% |
| Q2 2020 | $156,000 | +30.0% | 2,200 | 0.0% | 0.03% | +3.1% |
| Q1 2020 | $120,000 | -13.0% | 2,200 | -0.1% | 0.03% | 0.0% |
| Q4 2019 | $138,000 | – | 2,202 | – | 0.03% | – |
Download | ||||||
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% |