ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 233 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,041,962 | -54.7% | 27,516 | -53.3% | 0.57% | -59.7% |
Q2 2023 | $4,503,102 | +81.5% | 58,972 | +98.1% | 1.42% | +166.0% |
Q1 2022 | $2,481,000 | -25.5% | 29,775 | -20.3% | 0.54% | -41.8% |
Q4 2021 | $3,332,000 | -8.2% | 37,358 | +2.7% | 0.92% | -4.7% |
Q3 2021 | $3,629,000 | -50.7% | 36,389 | -49.6% | 0.96% | -50.2% |
Q2 2021 | $7,356,000 | +176.3% | 72,137 | +166.1% | 1.94% | +160.7% |
Q1 2021 | $2,662,000 | -89.6% | 27,104 | -89.8% | 0.74% | -86.4% |
Q4 2020 | $25,554,000 | +244.0% | 264,667 | +187.7% | 5.47% | +143.0% |
Q3 2020 | $7,428,000 | -14.1% | 91,985 | -24.5% | 2.25% | -19.5% |
Q2 2020 | $8,646,000 | +92.2% | 121,850 | +47.2% | 2.80% | +33.3% |
Q1 2020 | $4,499,000 | – | 82,768 | – | 2.10% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Prestige Wealth Management Group LLC | 291,505 | $22,909,378 | 5.20% |
Cornerstone Planning Group LLC | 141,795 | $11,143,707 | 3.68% |
Kades & Cheifetz LLC | 60,339 | $4,742,036 | 3.36% |
360 Financial, Inc. | 95,330 | $7,492,013 | 3.31% |
Florin Court Capital LLP | 38,600 | $3,033,574 | 3.21% |
Adams Wealth Management | 124,072 | $9,750,824 | 2.88% |
Beaumont Capital Management, LLC | 44,818 | $3,522,247 | 2.67% |
Baron Financial Group, LLC | 49,540 | $3,893,349 | 2.48% |
AIRE ADVISORS, LLC | 123,974 | $9,755,027 | 2.42% |
WETZEL INVESTMENT ADVISORS, INC. | 46,095 | $3,623 | 2.22% |