ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 145 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $27 | -100.0% | 392 | -86.8% | 0.00% | -100.0% |
| Q3 2022 | $204,000 | +96.2% | 2,975 | +97.9% | 0.00% | 0.0% |
| Q2 2022 | $104,000 | +153.7% | 1,503 | +204.3% | 0.00% | – |
| Q1 2022 | $41,000 | 0.0% | 494 | +7.2% | 0.00% | – |
| Q4 2021 | $41,000 | -8.9% | 461 | 0.0% | 0.00% | – |
| Q3 2021 | $45,000 | -71.5% | 461 | -70.3% | 0.00% | -100.0% |
| Q2 2021 | $158,000 | +251.1% | 1,554 | +237.1% | 0.00% | – |
| Q1 2021 | $45,000 | -4.3% | 461 | -6.3% | 0.00% | – |
| Q4 2020 | $47,000 | +20.5% | 492 | 0.0% | 0.00% | – |
| Q3 2020 | $39,000 | 0.0% | 492 | -9.6% | 0.00% | – |
| Q2 2020 | $39,000 | +30.0% | 544 | 0.0% | 0.00% | – |
| Q1 2020 | $30,000 | – | 544 | – | 0.00% | – |
Download | ||||||
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% |