ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 205 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,027,000 | +202.1% | 12,325 | +223.2% | 0.20% | +240.7% |
| Q4 2021 | $340,000 | +14.9% | 3,813 | +28.4% | 0.06% | -7.8% |
| Q3 2021 | $296,000 | +33.9% | 2,969 | +36.9% | 0.06% | +30.6% |
| Q2 2021 | $221,000 | +95.6% | 2,168 | +54.7% | 0.05% | +28.9% |
| Q3 2020 | $113,000 | +232.4% | 1,401 | +123.1% | 0.04% | +153.3% |
| Q1 2020 | $34,000 | -50.7% | 628 | -46.9% | 0.02% | -34.8% |
| Q3 2019 | $69,000 | +25.5% | 1,183 | +27.5% | 0.02% | +35.3% |
| Q2 2019 | $55,000 | +1.9% | 928 | 0.0% | 0.02% | -5.6% |
| Q1 2019 | $54,000 | – | 928 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kades & Cheifetz LLC | 65,988 | $5,038,828 | 3.86% |
| Cornerstone Planning Group LLC | 111,804 | $8,537,332 | 3.37% |
| Adams Wealth Management | 117,499 | $8,972,224 | 2.80% |
| Friedenthal Financial | 51,705 | $3,948,194 | 2.64% |
| AIRE ADVISORS, LLC | 123,238 | $9,415,527 | 2.48% |
| HORIZON FINANCIAL SERVICES, LLC | 37,253 | $2,844,601 | 2.32% |
| 360 Financial, Inc. | 58,114 | $4,437,608 | 2.30% |
| Baron Financial Group, LLC | 48,290 | $3,687,425 | 2.28% |
| Synergy Asset Management, LLC | 115,101 | $8,789,112 | 2.18% |
| Econ Financial Services Corp | 38,978 | $2,976,360 | 2.10% |