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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37 | -39.3% | 500 | -37.5% | 0.00% | -33.3% |
| Q2 2023 | $61 | +5.2% | 800 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $58 | +3.6% | 800 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $56 | -99.9% | 800 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $55,000 | 0.0% | 800 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $55,000 | -84.4% | 800 | -81.1% | 0.00% | -80.0% |
| Q1 2022 | $353,000 | -6.9% | 4,242 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $379,000 | +8.0% | 4,242 | +20.6% | 0.02% | 0.0% |
| Q3 2021 | $351,000 | +58.8% | 3,516 | +62.2% | 0.02% | +50.0% |
| Q2 2021 | $221,000 | +39.9% | 2,168 | +34.9% | 0.01% | +25.0% |
| Q1 2021 | $158,000 | – | 1,607 | – | 0.01% | – |
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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% |