ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 245 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $233,019 | -11.8% | 3,140 | -9.2% | 0.01% | -12.5% |
Q2 2023 | $264,206 | +0.8% | 3,460 | -4.2% | 0.01% | 0.0% |
Q1 2023 | $262,158 | +9.4% | 3,610 | +4.6% | 0.01% | 0.0% |
Q4 2022 | $239,672 | +7.0% | 3,450 | +6.2% | 0.01% | 0.0% |
Q3 2022 | $224,000 | +7.2% | 3,250 | +8.0% | 0.01% | -11.1% |
Q2 2022 | $209,000 | +20.1% | 3,010 | +44.0% | 0.01% | +28.6% |
Q1 2022 | $174,000 | -5.9% | 2,090 | +1.0% | 0.01% | -22.2% |
Q4 2021 | $185,000 | +2.2% | 2,070 | +14.4% | 0.01% | 0.0% |
Q3 2021 | $181,000 | +18.3% | 1,810 | +20.7% | 0.01% | +12.5% |
Q2 2021 | $153,000 | +47.1% | 1,500 | +41.5% | 0.01% | +33.3% |
Q1 2021 | $104,000 | +48.6% | 1,060 | +45.2% | 0.01% | +50.0% |
Q4 2020 | $70,000 | -31.4% | 730 | -42.1% | 0.00% | -33.3% |
Q3 2020 | $102,000 | +70.0% | 1,260 | +50.0% | 0.01% | +100.0% |
Q2 2020 | $60,000 | -87.8% | 840 | -89.3% | 0.00% | -81.2% |
Q4 2019 | $490,000 | +11.9% | 7,820 | +3.7% | 0.02% | +6.7% |
Q3 2019 | $438,000 | – | 7,540 | – | 0.02% | – |
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% |