Freedom Investment Management, Inc. - ISHARES TR ownership

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
Freedom Investment Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$445,599
-9.3%
6,136
-13.2%
0.05%
-9.1%
Q4 2022$491,059
-99.9%
7,069
-5.9%
0.06%
-8.3%
Q3 2022$517,743,000
-11.3%
7,514
-10.7%
0.06%
-3.2%
Q2 2022$583,470,000
+86725.9%
8,412
+4.4%
0.06%
+3.3%
Q1 2022$672,000
-6.5%
8,060
-0.0%
0.06%
+13.2%
Q4 2021$719,000
-5.6%
8,064
+5.5%
0.05%
-8.6%
Q3 2021$762,000
+1.9%
7,645
+4.2%
0.06%
+3.6%
Q2 2021$748,000
+3.0%
7,335
-0.8%
0.06%0.0%
Q1 2021$726,000
-24.2%
7,392
-25.5%
0.06%
-46.7%
Q4 2020$958,000
+12.0%
9,926
-6.2%
0.10%
+12.9%
Q3 2020$855,000
-1.3%
10,583
-13.3%
0.09%
-1.1%
Q2 2020$866,000
-9.4%
12,200
-15.7%
0.09%
+11.9%
Q1 2020$956,000
+18.2%
14,465
+12.1%
0.08%
+18.3%
Q4 2019$809,000
+1.5%
12,908
-5.8%
0.07%
+2.9%
Q3 2019$797,000
-4.3%
13,701
-2.1%
0.07%
-1.4%
Q2 2019$833,000
-3.8%
13,996
-6.3%
0.07%
+1.4%
Q1 2019$866,000
+46.0%
14,935
+32.4%
0.07%
+50.0%
Q4 2018$593,000
-28.8%
11,282
-18.7%
0.05%
-11.5%
Q3 2018$833,000
+3.7%
13,871
-0.3%
0.05%
+8.3%
Q2 2018$803,000
-3.4%
13,919
-5.6%
0.05%
+14.3%
Q1 2018$831,00014,7490.04%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
BW Gestao de Investimentos Ltda. 425,000$42,390,00012.90%
Sanford Advisory Services, LLC 143,521$14,315,0003.59%
Provident Wealth Management, LLC 40,618$4,051,0003.07%
Stewardship Advisors, LLC 77,901$7,770,0002.94%
Capital Advisory Group Advisory Services, LLC 51,939$5,180,0001.88%
Compass Financial Group, Inc. 31,837$3,175,0001.74%
Future Financial Wealth Managment LLC 16,092$1,641,0001.69%
MCMORGAN & CO LLC 72,816$7,263,0001.46%
Newbridge Financial Services Group, Inc. 21,825$2,177,0001.36%
Cardan Capital Partners, LLC 118,062$11,776,0001.32%
View complete list of ISHARES TR shareholders