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 | $321,856 | -19.4% | 4,337 | -17.0% | 0.01% | -14.3% |
| Q2 2023 | $399,217 | +78796.6% | 5,228 | -25.0% | 0.01% | -30.0% |
| Q1 2023 | $506 | -83.7% | 6,975 | -84.3% | 0.01% | -88.1% |
| Q4 2022 | $3,096 | -99.9% | 44,564 | +4.2% | 0.08% | -10.6% |
| Q3 2022 | $2,948,000 | +5.5% | 42,786 | +6.2% | 0.09% | +8.0% |
| Q2 2022 | $2,794,000 | +118.3% | 40,279 | +162.3% | 0.09% | +123.1% |
| Q1 2022 | $1,280,000 | +62.2% | 15,357 | +73.5% | 0.04% | +69.6% |
| Q4 2021 | $789,000 | -14.4% | 8,851 | -4.3% | 0.02% | -23.3% |
| Q3 2021 | $922,000 | +0.3% | 9,244 | +2.6% | 0.03% | -9.1% |
| Q2 2021 | $919,000 | -10.3% | 9,011 | -13.6% | 0.03% | -21.4% |
| Q1 2021 | $1,024,000 | +164.6% | 10,429 | +160.1% | 0.04% | +133.3% |
| Q4 2020 | $387,000 | +76.7% | 4,009 | +48.0% | 0.02% | +38.5% |
| Q3 2020 | $219,000 | – | 2,708 | – | 0.01% | – |
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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% |