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 | $218,530 | -35.6% | 2,945 | -33.7% | 0.12% | -35.2% |
| Q2 2023 | $339,306 | -33.7% | 4,444 | -36.9% | 0.18% | -35.4% |
| Q1 2023 | $511,641 | -14.1% | 7,045 | -17.9% | 0.28% | -20.4% |
| Q4 2022 | $595,752 | +51.6% | 8,576 | +50.2% | 0.35% | +42.6% |
| Q3 2022 | $393,000 | +21.7% | 5,709 | +22.7% | 0.24% | +27.1% |
| Q2 2022 | $323,000 | +57.6% | 4,653 | +89.1% | 0.19% | +92.0% |
| Q1 2022 | $205,000 | – | 2,460 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kades & Cheifetz LLC | 65,988 | $5,038,828 | 3.86% |
| Cornerstone Planning Group LLC | 111,804 | $8,537,332 | 3.37% |
| Adams Wealth Management | 117,499 | $8,972,224 | 2.80% |
| Friedenthal Financial | 51,705 | $3,948,194 | 2.64% |
| AIRE ADVISORS, LLC | 123,238 | $9,415,527 | 2.48% |
| HORIZON FINANCIAL SERVICES, LLC | 37,253 | $2,844,601 | 2.32% |
| 360 Financial, Inc. | 58,114 | $4,437,608 | 2.30% |
| Baron Financial Group, LLC | 48,290 | $3,687,425 | 2.28% |
| Synergy Asset Management, LLC | 115,101 | $8,789,112 | 2.18% |
| Econ Financial Services Corp | 38,978 | $2,976,360 | 2.10% |