Secure Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 167 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Secure Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$554,000
-5.5%
6,649
+1.3%
0.25%
+5.5%
Q4 2021$586,000
+7.5%
6,566
+20.2%
0.24%
-11.9%
Q3 2021$545,000
+1.1%
5,463
+3.3%
0.27%
-1.5%
Q2 2021$539,000
-9.9%
5,288
-13.1%
0.27%
-18.0%
Q1 2021$598,000
+5.7%
6,084
+3.8%
0.33%0.0%
Q4 2020$566,000
+2.7%
5,859
-14.1%
0.33%
-11.9%
Q3 2020$551,000
-19.1%
6,819
-28.9%
0.38%
-21.2%
Q2 2020$681,0009,5920.48%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
MCMORGAN & CO LLC 177,591$12,318,0002.76%
Aspire Wealth Management Corp 42,769$2,966,0002.73%
Buttonwood Financial Group, LLC 36,808$2,506,0002.45%
Stewardship Advisors, LLC 80,473$5,582,0002.34%
AIRE ADVISORS, LLC 70,037$4,859,0001.73%
Future Financial Wealth Managment LLC 20,836$1,736,0001.70%
Sanford Advisory Services, LLC 84,140$5,836,0001.65%
LPWM LLC 40,348$2,860,0001.60%
Provident Wealth Management, LLC 34,486$2,392,0001.52%
ONE Advisory Partners, LLC 27,555$1,911,0001.27%
View complete list of ISHARES TR shareholders