ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 214 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,432 | -1.5% | 133 | 0.0% | 0.01% | +14.3% |
| Q1 2024 | $10,591 | +1.6% | 133 | 0.0% | 0.01% | -12.5% |
| Q4 2023 | $10,427 | +5.9% | 133 | 0.0% | 0.01% | -20.0% |
| Q3 2023 | $9,845 | -2.8% | 133 | 0.0% | 0.01% | +11.1% |
| Q2 2023 | $10,131 | +5.2% | 133 | 0.0% | 0.01% | -40.0% |
| Q1 2023 | $9,634 | +4.5% | 133 | 0.0% | 0.02% | -6.2% |
| Q4 2022 | $9,217 | +2.4% | 133 | 0.0% | 0.02% | -81.6% |
| Q3 2022 | $9,000 | -35.7% | 133 | -33.2% | 0.09% | -29.8% |
| Q2 2022 | $14,000 | -17.6% | 199 | 0.0% | 0.12% | +675.0% |
| Q1 2022 | $17,000 | -5.6% | 199 | 0.0% | 0.02% | +33.3% |
| Q4 2021 | $18,000 | – | 199 | – | 0.01% | – |
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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% |