Spectrum Planning & Advisory Services Inc. - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 220 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.3%.

Quarter-by-quarter ownership
Spectrum Planning & Advisory Services Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$341,001
-37.9%
4,909
-38.4%
0.46%
-16.2%
Q3 2022$549,000
-28.6%
7,965
-28.2%
0.56%
-30.8%
Q2 2022$769,00011,0930.80%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Kades & Cheifetz LLC 65,988$5,038,8283.86%
Cornerstone Planning Group LLC 111,804$8,537,3323.37%
Adams Wealth Management 117,499$8,972,2242.80%
Friedenthal Financial 51,705$3,948,1942.64%
AIRE ADVISORS, LLC 123,238$9,415,5272.48%
HORIZON FINANCIAL SERVICES, LLC 37,253$2,844,6012.32%
360 Financial, Inc. 58,114$4,437,6082.30%
Baron Financial Group, LLC 48,290$3,687,4252.28%
Synergy Asset Management, LLC 115,101$8,789,1122.18%
Econ Financial Services Corp 38,978$2,976,3602.10%
View complete list of ISHARES TR shareholders