ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 119 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $52,816 | -76.7% | 692 | -77.8% | 0.03% | -70.5% |
| Q1 2023 | $226,641 | +4.6% | 3,121 | +0.1% | 0.10% | -10.4% |
| Q4 2022 | $216,695 | -1.5% | 3,119 | -2.3% | 0.11% | +5.0% |
| Q3 2022 | $220,000 | -6.4% | 3,193 | -5.8% | 0.10% | -4.7% |
| Q2 2022 | $235,000 | -57.9% | 3,389 | -49.4% | 0.11% | -7.8% |
| Q1 2022 | $558,000 | +973.1% | 6,698 | +1045.0% | 0.12% | +400.0% |
| Q4 2021 | $52,000 | -5.5% | 585 | +6.9% | 0.02% | -14.8% |
| Q3 2021 | $55,000 | -30.4% | 547 | -29.8% | 0.03% | -34.1% |
| Q2 2021 | $79,000 | +3.9% | 779 | +0.3% | 0.04% | -8.9% |
| Q1 2021 | $76,000 | +1.3% | 777 | +0.1% | 0.04% | -10.0% |
| Q4 2020 | $75,000 | +23.0% | 776 | +3.6% | 0.05% | +11.1% |
| Q3 2020 | $61,000 | +15.1% | 749 | +0.3% | 0.04% | +9.8% |
| Q2 2020 | $53,000 | +29.3% | 747 | +0.3% | 0.04% | +5.1% |
| Q1 2020 | $41,000 | -12.8% | 745 | +0.3% | 0.04% | -2.5% |
| Q4 2019 | $47,000 | – | 743 | – | 0.04% | – |
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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% |