ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 183 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $99,801 | -2.8% | 1,345 | +0.1% | 0.06% | +1.7% |
| Q2 2023 | $102,659 | +5.2% | 1,344 | +0.1% | 0.06% | -4.8% |
| Q1 2023 | $97,552 | +4.6% | 1,343 | +0.1% | 0.06% | -8.7% |
| Q4 2022 | $93,249 | +1.4% | 1,342 | +0.2% | 0.07% | +1.5% |
| Q3 2022 | $92,000 | -17.9% | 1,339 | -17.2% | 0.07% | -13.9% |
| Q2 2022 | $112,000 | -17.0% | 1,617 | +0.1% | 0.08% | 0.0% |
| Q1 2022 | $135,000 | -16.1% | 1,616 | -10.3% | 0.08% | -11.2% |
| Q4 2021 | $161,000 | -1.8% | 1,802 | +9.7% | 0.09% | -9.2% |
| Q3 2021 | $164,000 | -1.8% | 1,643 | +0.1% | 0.10% | -3.0% |
| Q2 2021 | $167,000 | +3.7% | 1,641 | +0.2% | 0.10% | -5.6% |
| Q1 2021 | $161,000 | +1.9% | 1,638 | +0.1% | 0.11% | -5.3% |
| Q4 2020 | $158,000 | +22.5% | 1,637 | +2.9% | 0.11% | +6.6% |
| Q3 2020 | $129,000 | +14.2% | 1,591 | +0.2% | 0.11% | 0.0% |
| Q2 2020 | $113,000 | +31.4% | 1,588 | +0.3% | 0.11% | +6.0% |
| Q1 2020 | $86,000 | -13.1% | 1,583 | +0.2% | 0.10% | +7.5% |
| Q4 2019 | $99,000 | – | 1,580 | – | 0.09% | – |
Download | ||||||
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% |