ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 300 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,285,513 | +16.6% | 16,349 | +18.4% | 0.00% | 0.0% |
| Q1 2024 | $1,102,233 | +947.3% | 13,807 | +931.1% | 0.00% | – |
| Q4 2023 | $105,243 | +14.7% | 1,339 | +8.3% | 0.00% | – |
| Q3 2023 | $91,762 | +963.5% | 1,236 | +993.8% | 0.00% | – |
| Q2 2023 | $8,628 | +120.0% | 113 | +109.3% | 0.00% | – |
| Q1 2023 | $3,921 | -94.6% | 54 | -94.8% | 0.00% | – |
| Q4 2022 | $72,248 | -7.4% | 1,040 | -8.1% | 0.00% | – |
| Q3 2022 | $78,000 | – | 1,132 | – | 0.00% | – |
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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% |