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 | $561,028 | -29.8% | 7,560 | -27.8% | 0.01% | -40.9% |
| Q2 2023 | $799,490 | +5.2% | 10,470 | 0.0% | 0.02% | +15.8% |
| Q1 2023 | $760,331 | +4.6% | 10,470 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $727,000 | -7.7% | 10,470 | -8.5% | 0.02% | -17.4% |
| Q3 2022 | $788,000 | -12.5% | 11,441 | -11.9% | 0.02% | 0.0% |
| Q2 2022 | $901,000 | +44.2% | 12,991 | +73.4% | 0.02% | +76.9% |
| Q1 2022 | $625,000 | -3.8% | 7,491 | +3.0% | 0.01% | 0.0% |
| Q4 2021 | $650,000 | +57.4% | 7,271 | +75.8% | 0.01% | +44.4% |
| Q3 2021 | $413,000 | +16.0% | 4,136 | +18.6% | 0.01% | +12.5% |
| Q2 2021 | $356,000 | – | 3,486 | – | 0.01% | – |
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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% |