ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 205 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $64,563 | -4.2% | 870 | -1.5% | 0.00% | 0.0% |
| Q2 2023 | $67,426 | +78.6% | 883 | +69.8% | 0.00% | +100.0% |
| Q1 2023 | $37,762 | -48.6% | 520 | -50.8% | 0.00% | -50.0% |
| Q4 2022 | $73,430 | +2.0% | 1,057 | +1.4% | 0.00% | 0.0% |
| Q3 2022 | $72,000 | +105.7% | 1,042 | +105.5% | 0.00% | +100.0% |
| Q2 2022 | $35,000 | -16.7% | 507 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $42,000 | -6.7% | 507 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $45,000 | -11.8% | 507 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $51,000 | -1.9% | 507 | 0.0% | 0.00% | -50.0% |
| Q2 2021 | $52,000 | +4.0% | 507 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $50,000 | +4.2% | 507 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $48,000 | – | 507 | – | 0.00% | – |
Download | ||||||
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% |