ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 220 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $1,076,000 | – | 13,330 | – | 0.72% | – |
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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% |