Lion Street Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 277 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Lion Street Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$367,397
-0.0%
3,5870.0%0.12%
-35.4%
Q4 2022$367,399
-0.4%
3,5870.0%0.19%
-0.5%
Q2 2022$369,000
+59.7%
3,587
+29.6%
0.19%
+63.6%
Q1 2022$231,000
-27.6%
2,767
-22.9%
0.12%
-24.4%
Q4 2021$319,000
-10.1%
3,5870.0%0.16%
-18.8%
Q3 2021$355,0003,5870.19%
Other shareholders
ISHARES TR shareholders Q2 2022
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