ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 295 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $367,397 | -0.0% | 3,587 | 0.0% | 0.12% | -35.4% |
| Q4 2022 | $367,399 | -0.4% | 3,587 | 0.0% | 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% | 3,587 | 0.0% | 0.16% | -18.8% |
| Q3 2021 | $355,000 | – | 3,587 | – | 0.19% | – |
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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% |