ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 167 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $2,453,000 | -48.0% | 24,977 | -48.9% | 2.56% | -48.3% |
| Q4 2020 | $4,720,000 | +3.4% | 48,886 | -13.5% | 4.96% | -1.8% |
| Q3 2020 | $4,563,000 | +13.2% | 56,512 | -0.5% | 5.05% | +7.7% |
| Q2 2020 | $4,030,000 | +347.3% | 56,793 | +242.7% | 4.69% | +211.8% |
| Q1 2020 | $901,000 | -87.1% | 16,573 | -86.9% | 1.50% | -75.9% |
| Q4 2017 | $6,983,000 | – | 126,690 | – | 6.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prestige Wealth Management Group LLC | 291,505 | $22,909,378 | 5.20% |
| Cornerstone Planning Group LLC | 141,795 | $11,143,707 | 3.68% |
| Kades & Cheifetz LLC | 60,339 | $4,742,036 | 3.36% |
| 360 Financial, Inc. | 95,330 | $7,492,013 | 3.31% |
| Florin Court Capital LLP | 38,600 | $3,033,574 | 3.21% |
| Adams Wealth Management | 124,072 | $9,750,824 | 2.88% |
| Beaumont Capital Management, LLC | 44,818 | $3,522,247 | 2.67% |
| Baron Financial Group, LLC | 49,540 | $3,893,349 | 2.48% |
| AIRE ADVISORS, LLC | 123,974 | $9,755,027 | 2.42% |
| WETZEL INVESTMENT ADVISORS, INC. | 46,095 | $3,623 | 2.22% |