Baldrige Asset Management LLC - 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
Baldrige Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$1,488
+5.9%
20,489
+1.3%
0.61%
-2.4%
Q4 2022$1,405
-99.9%
20,222
+1.1%
0.62%
-4.7%
Q3 2022$1,378,000
+2.5%
20,006
+3.3%
0.66%
+6.5%
Q2 2022$1,344,000
-25.2%
19,371
-10.2%
0.62%
-16.2%
Q1 2022$1,797,000
+7.0%
21,563
+14.5%
0.74%
+12.4%
Q4 2021$1,680,000
-13.4%
18,837
-3.1%
0.65%
-19.1%
Q3 2021$1,939,000
-2.1%
19,445
+0.1%
0.81%
-5.8%
Q2 2021$1,980,000
+9.8%
19,417
+5.7%
0.86%
-13.0%
Q1 2021$1,804,000
+12.5%
18,367
+10.6%
0.99%
+3.6%
Q4 2020$1,603,000
+49.0%
16,603
+24.6%
0.95%
+31.3%
Q3 2020$1,076,00013,3300.72%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Kades & Cheifetz LLC 65,988$5,038,8283.86%
Cornerstone Planning Group LLC 111,804$8,537,3323.37%
Adams Wealth Management 117,499$8,972,2242.80%
Friedenthal Financial 51,705$3,948,1942.64%
AIRE ADVISORS, LLC 123,238$9,415,5272.48%
HORIZON FINANCIAL SERVICES, LLC 37,253$2,844,6012.32%
360 Financial, Inc. 58,114$4,437,6082.30%
Baron Financial Group, LLC 48,290$3,687,4252.28%
Synergy Asset Management, LLC 115,101$8,789,1122.18%
Econ Financial Services Corp 38,978$2,976,3602.10%
View complete list of ISHARES TR shareholders