ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 167 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $580,289 | -12.2% | 7,380 | -10.9% | 0.36% | -7.8% |
| Q1 2024 | $660,913 | +0.6% | 8,279 | -1.0% | 0.38% | -7.5% |
| Q4 2023 | $657,091 | +4.2% | 8,361 | -1.6% | 0.42% | -5.7% |
| Q3 2023 | $630,785 | -8.7% | 8,500 | -6.1% | 0.44% | -13.2% |
| Q2 2023 | $691,211 | +7.6% | 9,052 | +2.3% | 0.51% | +4.1% |
| Q1 2023 | $642,469 | -0.5% | 8,847 | -4.9% | 0.49% | -5.1% |
| Q4 2022 | $646,000 | +91.7% | 9,304 | +90.3% | 0.51% | +71.3% |
| Q3 2022 | $337,000 | -51.2% | 4,890 | -31.7% | 0.30% | -49.4% |
| Q4 2020 | $691,000 | +139.1% | 7,159 | +99.8% | 0.59% | +103.8% |
| Q3 2020 | $289,000 | – | 3,583 | – | 0.29% | – |
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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% |