ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 164 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,975 | +7.3% | 568 | +11.4% | 0.01% | +40.0% |
| Q2 2023 | $39,112 | +745.1% | 510 | +696.9% | 0.01% | +400.0% |
| Q1 2023 | $4,628 | -97.9% | 64 | -98.0% | 0.00% | -97.9% |
| Q4 2022 | $221,200 | -20.7% | 3,191 | -20.3% | 0.09% | -34.3% |
| Q3 2022 | $279,000 | -12.8% | 4,005 | -13.1% | 0.14% | +72.3% |
| Q2 2022 | $320,000 | +21.7% | 4,611 | +76.2% | 0.08% | +124.3% |
| Q3 2021 | $263,000 | -49.3% | 2,617 | -48.6% | 0.04% | -27.5% |
| Q2 2021 | $519,000 | -18.9% | 5,088 | -20.9% | 0.05% | -44.0% |
| Q1 2021 | $640,000 | -62.8% | 6,429 | -63.9% | 0.09% | -71.6% |
| Q4 2020 | $1,721,000 | – | 17,802 | – | 0.32% | – |
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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% |