ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 90 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $792,000 | +20.4% | 8,207 | +0.7% | 0.28% | +8.5% |
| Q3 2020 | $658,000 | +11.1% | 8,147 | -2.3% | 0.26% | -2.3% |
| Q2 2020 | $592,000 | +40.3% | 8,338 | +7.4% | 0.26% | +12.8% |
| Q1 2020 | $422,000 | -34.8% | 7,762 | -24.8% | 0.23% | -14.9% |
| Q4 2019 | $647,000 | +17.2% | 10,325 | +8.8% | 0.28% | +13.2% |
| Q3 2019 | $552,000 | +11.3% | 9,494 | +13.8% | 0.24% | +6.1% |
| Q2 2019 | $496,000 | +10.5% | 8,340 | +7.6% | 0.23% | +5.0% |
| Q1 2019 | $449,000 | +112.8% | 7,752 | +92.9% | 0.22% | +70.3% |
| Q4 2018 | $211,000 | – | 4,019 | – | 0.13% | – |
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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% |