ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 183 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $424,606 | +6.7% | 5,722 | +9.7% | 0.04% | +6.1% |
| Q2 2023 | $398,115 | -1.1% | 5,214 | -5.9% | 0.03% | -8.3% |
| Q1 2023 | $402,507 | +143140.9% | 5,543 | +75.7% | 0.04% | +28.6% |
| Q4 2022 | $281 | -99.9% | 3,154 | -21.3% | 0.03% | -6.7% |
| Q3 2022 | $276,000 | -12.7% | 4,007 | -12.2% | 0.03% | -9.1% |
| Q2 2022 | $316,000 | -7.1% | 4,562 | +11.6% | 0.03% | +3.1% |
| Q1 2022 | $340,000 | +21.0% | 4,086 | +29.5% | 0.03% | +14.3% |
| Q4 2021 | $281,000 | +14.2% | 3,154 | +27.9% | 0.03% | +3.7% |
| Q3 2021 | $246,000 | -3.5% | 2,466 | -2.7% | 0.03% | -6.9% |
| Q2 2021 | $255,000 | +12.8% | 2,534 | +10.2% | 0.03% | -9.4% |
| Q1 2021 | $226,000 | -2.6% | 2,299 | 0.0% | 0.03% | -11.1% |
| Q4 2020 | $232,000 | – | 2,299 | – | 0.04% | – |
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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% |