Baron Financial Group, LLC - ISHARES TR ownership

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
Baron Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,658,553
-0.8%
49,300
+2.1%
2.38%
+4.4%
Q2 2023$3,687,425
+10.0%
48,290
+4.6%
2.28%
+7.4%
Q1 2023$3,351,050
+14.0%
46,145
+9.1%
2.12%
+8.9%
Q4 2022$2,938,928
+9.6%
42,305
+8.7%
1.95%
+7.8%
Q3 2022$2,682,00038,9251.81%
Other shareholders
ISHARES TR shareholders Q3 2023
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