Beacon Capital Management, 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
Beacon Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$15,8150.0%2070.0%0.00%0.0%
Q2 2023$15,815
+5.3%
2070.0%0.00%0.0%
Q1 2023$15,019
-3.7%
207
-8.0%
0.00%
-20.0%
Q4 2022$15,599
+11.4%
225
+9.8%
0.01%0.0%
Q3 2022$14,000
-30.0%
205
-15.3%
0.01%0.0%
Q2 2022$20,0000.0%2420.0%0.01%0.0%
Q1 2022$20,0002420.01%
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