Sowell Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 214 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.3%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,005,000
+23.8%
12,780
+20.2%
0.05%
+6.7%
Q2 2023$812,000
+312207.7%
10,634
+196.9%
0.04%
+125.0%
Q1 2023$260
-99.8%
3,582
+206.7%
0.02%
+400.0%
Q1 2021$113,000
-2.6%
1,168
-2.9%
0.00%
-20.0%
Q4 2020$116,0001,2030.01%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Prestige Wealth Management Group LLC 291,505$22,909,3785.20%
Cornerstone Planning Group LLC 141,795$11,143,7073.68%
Kades & Cheifetz LLC 60,339$4,742,0363.36%
360 Financial, Inc. 95,330$7,492,0133.31%
Florin Court Capital LLP 38,600$3,033,5743.21%
Adams Wealth Management 124,072$9,750,8242.88%
Beaumont Capital Management, LLC 44,818$3,522,2472.67%
Baron Financial Group, LLC 49,540$3,893,3492.48%
AIRE ADVISORS, LLC 123,974$9,755,0272.42%
WETZEL INVESTMENT ADVISORS, INC. 46,095$3,6232.22%
View complete list of ISHARES TR shareholders