West Wealth Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 220 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.3%.

Quarter-by-quarter ownership
West Wealth Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$944,711
-8.4%
13,599
-9.1%
0.47%
-10.1%
Q3 2022$1,031,000
-35.1%
14,968
-34.6%
0.52%
-28.9%
Q2 2022$1,588,000
+540.3%
22,903
+669.3%
0.74%
+643.4%
Q1 2022$248,0002,9770.10%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
BW Gestao de Investimentos Ltda. 350,000$29,162,0006.18%
Sanford Advisory Services, LLC 162,707$13,557,0003.70%
MCMORGAN & CO LLC 174,153$14,510,0003.14%
Aspire Wealth Management Corp 42,645$3,553,0002.81%
Stewardship Advisors, LLC 81,341$6,777,0002.50%
Wayfinding Financial, LLC 37,482$2,780,0002.32%
PROVIDA PENSION FUND ADMINISTRATOR 812,000$68,203,9402.11%
Capital Advisory Group Advisory Services, LLC 52,931$4,410,0002.05%
Provident Wealth Management, LLC 39,516$3,292,0002.00%
AIRE ADVISORS, LLC 56,062$4,802,0001.71%
View complete list of ISHARES TR shareholders