ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 249 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,608 | -72.1% | 116 | -71.3% | 0.00% | – |
| Q2 2023 | $30,850 | +23.8% | 404 | +17.8% | 0.00% | – |
| Q1 2023 | $24,927 | +11.1% | 343 | +6.2% | 0.00% | – |
| Q4 2022 | $22,439 | -98.6% | 323 | -98.7% | 0.00% | -100.0% |
| Q3 2022 | $1,652,000 | +16420.0% | 23,983 | +15473.4% | 0.00% | – |
| Q2 2022 | $10,000 | -9.1% | 154 | +14.1% | 0.00% | – |
| Q1 2022 | $11,000 | – | 135 | – | 0.00% | – |
Download | ||||||
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% |