Campbell Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 245 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Campbell Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$632,000
-1.1%
9,112
+18.8%
0.09%
+14.1%
Q1 2022$639,000
-9.6%
7,668
-3.2%
0.08%
-3.7%
Q4 2021$707,000
+2.6%
7,925
+14.8%
0.08%
-12.0%
Q3 2021$689,000
+14.6%
6,906
+17.2%
0.09%
+13.6%
Q2 2021$601,000
+3.1%
5,895
-0.6%
0.08%
+1.2%
Q1 2021$583,000
+2.3%
5,931
+0.5%
0.08%
-3.6%
Q4 2020$570,000
+14.0%
5,902
-4.7%
0.08%
+1.2%
Q3 2020$500,000
+19.0%
6,195
+4.7%
0.08%
+12.3%
Q2 2020$420,000
+32.1%
5,917
+1.2%
0.07%
+5.8%
Q1 2020$318,0005,8440.07%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
MCMORGAN & CO LLC 177,591$12,318,0002.76%
Aspire Wealth Management Corp 42,769$2,966,0002.73%
Buttonwood Financial Group, LLC 36,808$2,506,0002.45%
Stewardship Advisors, LLC 80,473$5,582,0002.34%
AIRE ADVISORS, LLC 70,037$4,859,0001.73%
Future Financial Wealth Managment LLC 20,836$1,736,0001.70%
Sanford Advisory Services, LLC 84,140$5,836,0001.65%
LPWM LLC 40,348$2,860,0001.60%
Provident Wealth Management, LLC 34,486$2,392,0001.52%
ONE Advisory Partners, LLC 27,555$1,911,0001.27%
View complete list of ISHARES TR shareholders