ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 313 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $268,880 | -20.7% | 3,623 | -18.4% | 0.00% | -33.3% |
| Q2 2023 | $339,061 | -28.8% | 4,440 | -32.2% | 0.00% | -40.0% |
| Q1 2023 | $475,899 | -25.2% | 6,553 | -28.5% | 0.01% | -28.6% |
| Q4 2022 | $636,375 | -32.9% | 9,160 | -33.4% | 0.01% | -41.7% |
| Q3 2022 | $948,000 | -87.7% | 13,764 | -87.7% | 0.01% | -88.7% |
| Q2 2022 | $7,736,000 | +6.2% | 111,531 | +27.6% | 0.11% | +14.0% |
| Q1 2022 | $7,284,000 | +12.5% | 87,421 | +20.4% | 0.09% | +1.1% |
| Q4 2021 | $6,476,000 | +31.4% | 72,615 | +47.0% | 0.09% | +12.2% |
| Q3 2021 | $4,927,000 | +8.1% | 49,403 | +10.6% | 0.08% | -2.4% |
| Q2 2021 | $4,556,000 | +6.8% | 44,677 | +2.9% | 0.08% | -4.5% |
| Q1 2021 | $4,264,000 | – | 43,416 | – | 0.09% | – |
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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% |