ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 145 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $956,344 | -40.5% | 12,887 | -38.8% | 0.02% | -40.0% |
| Q2 2023 | $1,608,447 | -30.4% | 21,064 | -33.8% | 0.02% | -34.2% |
| Q1 2023 | $2,309,389 | -16.5% | 31,801 | -20.1% | 0.04% | -24.0% |
| Q4 2022 | $2,765,384 | +374.3% | 39,807 | +370.8% | 0.05% | +233.3% |
| Q3 2022 | $583,000 | -21.7% | 8,456 | -21.3% | 0.02% | -11.8% |
| Q2 2022 | $745,000 | -23.0% | 10,741 | -0.9% | 0.02% | -15.0% |
| Q4 2021 | $967,000 | -46.8% | 10,842 | -40.5% | 0.02% | -42.9% |
| Q3 2021 | $1,816,000 | -15.1% | 18,209 | -13.2% | 0.04% | -31.4% |
| Q2 2021 | $2,139,000 | +40.4% | 20,981 | +35.3% | 0.05% | +21.4% |
| Q1 2021 | $1,523,000 | +229.7% | 15,506 | +224.2% | 0.04% | +180.0% |
| Q4 2020 | $462,000 | +425.0% | 4,783 | +215.7% | 0.02% | +275.0% |
| Q1 2019 | $88,000 | – | 1,515 | – | 0.00% | – |
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% |