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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $347,936 | +8.3% | 4,689 | +11.4% | 0.23% | +5.5% |
| Q2 2023 | $321,386 | +21.9% | 4,209 | +16.0% | 0.22% | +12.3% |
| Q1 2023 | $263,640 | +15.6% | 3,630 | +10.7% | 0.20% | +11.4% |
| Q4 2022 | $228,000 | +4.1% | 3,278 | +3.1% | 0.18% | -2.2% |
| Q3 2022 | $219,000 | -15.8% | 3,180 | -15.3% | 0.18% | -12.7% |
| Q2 2022 | $260,000 | -17.7% | 3,753 | -1.1% | 0.20% | -5.5% |
| Q1 2022 | $316,000 | -7.6% | 3,794 | -1.2% | 0.22% | 0.0% |
| Q4 2021 | $342,000 | – | 3,840 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Friedenthal Financial | 71,014 | $4,893,000 | 3.41% |
| Aspire Wealth Management Corp | 43,555 | $3,001,000 | 2.83% |
| 360 Financial, Inc. | 50,015 | $3,446,000 | 2.24% |
| Buttonwood Financial Group, LLC | 31,111 | $2,101,000 | 2.18% |
| AIRE ADVISORS, LLC | 85,004 | $5,857,000 | 2.02% |
| Baron Financial Group, LLC | 38,925 | $2,682,000 | 1.81% |
| MCMORGAN & CO LLC | 107,335 | $7,395,000 | 1.75% |
| LPWM LLC | 41,623 | $2,868,000 | 1.71% |
| Future Financial Wealth Managment LLC | 19,900 | $1,380,000 | 1.59% |
| HORIZON FINANCIAL SERVICES, LLC | 24,636 | $1,697,000 | 1.51% |