ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 317 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.2%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prestige Wealth Management Group LLC | 291,505 | $22,909,378 | 5.20% |
| Cornerstone Planning Group LLC | 141,795 | $11,143,707 | 3.68% |
| Kades & Cheifetz LLC | 60,339 | $4,742,036 | 3.36% |
| 360 Financial, Inc. | 95,330 | $7,492,013 | 3.31% |
| Florin Court Capital LLP | 38,600 | $3,033,574 | 3.21% |
| Adams Wealth Management | 124,072 | $9,750,824 | 2.88% |
| Beaumont Capital Management, LLC | 44,818 | $3,522,247 | 2.67% |
| Baron Financial Group, LLC | 49,540 | $3,893,349 | 2.48% |
| AIRE ADVISORS, LLC | 123,974 | $9,755,027 | 2.42% |
| WETZEL INVESTMENT ADVISORS, INC. | 46,095 | $3,623 | 2.22% |