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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,430 | -41.9% | 35,003 | -41.9% | 0.06% | -73.5% |
| Q4 2022 | $4,183 | -99.9% | 60,201 | -5.2% | 0.23% | -12.5% |
| Q3 2022 | $4,374,000 | -2.5% | 63,477 | -1.9% | 0.26% | +8.2% |
| Q2 2022 | $4,487,000 | +96.1% | 64,681 | +135.5% | 0.24% | +104.2% |
| Q1 2022 | $2,288,000 | +479.2% | 27,465 | +520.4% | 0.12% | +526.3% |
| Q4 2021 | $395,000 | -1.2% | 4,427 | +10.4% | 0.02% | -17.4% |
| Q3 2021 | $400,000 | +42.9% | 4,010 | +46.1% | 0.02% | +35.3% |
| Q2 2021 | $280,000 | +11.6% | 2,744 | +7.2% | 0.02% | -10.5% |
| Q1 2021 | $251,000 | -2.7% | 2,560 | -4.1% | 0.02% | -9.5% |
| Q4 2020 | $258,000 | – | 2,669 | – | 0.02% | – |
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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% |