Provident Wealth Management, LLC - ISHARES TR ownership

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
Provident Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,301,475
-7.8%
31,013
-5.1%
1.12%
-8.9%
Q2 2023$2,495,063
+7.3%
32,675
+2.0%
1.23%
+3.2%
Q1 2023$2,326,382
+3.8%
32,035
-0.7%
1.19%
-9.6%
Q4 2022$2,242,283
-2.9%
32,277
-3.7%
1.32%
-5.8%
Q3 2022$2,310,000
-3.4%
33,533
-2.8%
1.40%
-8.0%
Q2 2022$2,392,000
-27.3%
34,486
-12.7%
1.52%
-24.0%
Q1 2022$3,292,000
-12.8%
39,516
-6.7%
2.00%
-19.4%
Q4 2021$3,775,000
-6.8%
42,332
+4.2%
2.48%
-19.3%
Q3 2021$4,051,000
+4.6%
40,618
+7.0%
3.07%
-5.6%
Q2 2021$3,872,000
+84.0%
37,968
+77.2%
3.25%
+39.7%
Q1 2021$2,104,000
-7.0%
21,426
-8.6%
2.33%
-11.4%
Q4 2020$2,263,000
+22.8%
23,438
+2.7%
2.63%
+23.0%
Q3 2020$1,843,000
+16.4%
22,826
+2.3%
2.14%
+22.5%
Q2 2020$1,584,000
+13.8%
22,322
-12.8%
1.74%
+2.6%
Q1 2020$1,392,000
-3.4%
25,604
+11.5%
1.70%
+32.3%
Q4 2019$1,441,00022,9711.28%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Kades & Cheifetz LLC 65,988$5,038,8283.86%
Cornerstone Planning Group LLC 111,804$8,537,3323.37%
Adams Wealth Management 117,499$8,972,2242.80%
Friedenthal Financial 51,705$3,948,1942.64%
AIRE ADVISORS, LLC 123,238$9,415,5272.48%
HORIZON FINANCIAL SERVICES, LLC 37,253$2,844,6012.32%
360 Financial, Inc. 58,114$4,437,6082.30%
Baron Financial Group, LLC 48,290$3,687,4252.28%
Synergy Asset Management, LLC 115,101$8,789,1122.18%
Econ Financial Services Corp 38,978$2,976,3602.10%
View complete list of ISHARES TR shareholders