ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 282 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,387,820 | -1.5% | 17,650 | 0.0% | 0.76% | -8.7% |
| Q1 2024 | $1,409,000 | +1.6% | 17,650 | 0.0% | 0.83% | -7.6% |
| Q4 2023 | $1,387,114 | +5.9% | 17,650 | 0.0% | 0.90% | -3.3% |
| Q3 2023 | $1,309,806 | -2.8% | 17,650 | 0.0% | 0.93% | +9.7% |
| Q2 2023 | $1,347,754 | +5.2% | 17,650 | 0.0% | 0.85% | -3.3% |
| Q1 2023 | $1,281,743 | +4.5% | 17,650 | 0.0% | 0.88% | -7.6% |
| Q4 2022 | $1,226,146 | +0.8% | 17,650 | 0.0% | 0.95% | +8.2% |
| Q3 2022 | $1,216,000 | -0.7% | 17,650 | 0.0% | 0.88% | +12.3% |
| Q2 2022 | $1,224,000 | -99.9% | 17,650 | 0.0% | 0.78% | +30.5% |
| Q1 2022 | $1,444,300,000 | +91659.8% | 17,650 | 0.0% | 0.60% | -2.0% |
| Q4 2021 | $1,574,000 | – | 17,650 | – | 0.61% | – |
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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% |