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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $231,484 | +3.8% | 3,031 | -6.5% | 0.00% | – |
| Q3 2022 | $223,000 | -3.0% | 3,242 | -2.4% | 0.00% | – |
| Q2 2022 | $230,000 | -17.9% | 3,321 | -1.2% | 0.00% | – |
| Q1 2022 | $280,000 | -9.4% | 3,363 | -3.1% | 0.00% | – |
| Q4 2021 | $309,000 | -11.0% | 3,469 | -0.2% | 0.00% | -100.0% |
| Q3 2021 | $347,000 | -2.0% | 3,476 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $354,000 | +6.9% | 3,476 | +3.1% | 0.00% | 0.0% |
| Q1 2021 | $331,000 | -68.2% | 3,370 | -68.7% | 0.00% | -50.0% |
| Q4 2020 | $1,040,000 | +272.8% | 10,769 | +212.1% | 0.00% | +100.0% |
| Q3 2020 | $279,000 | -9.1% | 3,451 | -20.3% | 0.00% | 0.0% |
| Q2 2020 | $307,000 | +27.9% | 4,329 | +13.0% | 0.00% | 0.0% |
| Q4 2019 | $240,000 | +7.6% | 3,830 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $223,000 | +3085.7% | 3,830 | +2846.2% | 0.00% | – |
| Q2 2017 | $7,000 | – | 130 | – | 0.00% | – |
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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% |