ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 145 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $11,776,000 | -1.8% | 118,062 | +0.4% | 1.32% | -1.2% |
Q2 2021 | $11,995,000 | +2.6% | 117,632 | -1.2% | 1.34% | -4.9% |
Q1 2021 | $11,692,000 | +108.6% | 119,038 | +105.0% | 1.40% | +102.9% |
Q4 2020 | $5,606,000 | +26.5% | 58,060 | +5.8% | 0.69% | +17.5% |
Q3 2020 | $4,432,000 | -15.6% | 54,884 | -25.8% | 0.59% | -21.6% |
Q2 2020 | $5,249,000 | +139.8% | 73,971 | +83.7% | 0.75% | +106.3% |
Q1 2020 | $2,189,000 | – | 40,262 | – | 0.36% | – |
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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% |