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
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MCMORGAN & CO LLC | 177,591 | $12,318,000 | 2.76% |
| Aspire Wealth Management Corp | 42,769 | $2,966,000 | 2.73% |
| Buttonwood Financial Group, LLC | 36,808 | $2,506,000 | 2.45% |
| Stewardship Advisors, LLC | 80,473 | $5,582,000 | 2.34% |
| AIRE ADVISORS, LLC | 70,037 | $4,859,000 | 1.73% |
| Future Financial Wealth Managment LLC | 20,836 | $1,736,000 | 1.70% |
| Sanford Advisory Services, LLC | 84,140 | $5,836,000 | 1.65% |
| LPWM LLC | 40,348 | $2,860,000 | 1.60% |
| Provident Wealth Management, LLC | 34,486 | $2,392,000 | 1.52% |
| ONE Advisory Partners, LLC | 27,555 | $1,911,000 | 1.27% |