ISHARES TR's ticker is IMTB and the CUSIP is 46435G417. A total of 41 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $611,000 | +33.4% | 14,841 | +39.8% | 0.00% | – |
| Q2 2023 | $458,000 | -8.6% | 10,619 | -7.1% | 0.00% | – |
| Q1 2023 | $501,000 | -1.8% | 11,428 | -4.2% | 0.00% | – |
| Q4 2022 | $510,000 | -25.7% | 11,930 | -26.5% | 0.00% | – |
| Q3 2022 | $686,000 | -11.3% | 16,224 | -6.1% | 0.00% | – |
| Q2 2022 | $773,000 | -19.2% | 17,279 | -14.5% | 0.00% | – |
| Q1 2022 | $957,000 | +18.1% | 20,212 | +25.9% | 0.00% | – |
| Q4 2021 | $810,000 | -17.8% | 16,057 | -16.7% | 0.00% | – |
| Q3 2021 | $986,000 | +4.2% | 19,271 | +4.7% | 0.00% | – |
| Q2 2021 | $946,000 | +5.9% | 18,410 | +5.2% | 0.00% | – |
| Q1 2021 | $893,000 | -0.7% | 17,505 | +1.9% | 0.00% | – |
| Q4 2020 | $899,000 | -18.9% | 17,181 | -18.9% | 0.00% | – |
| Q3 2020 | $1,109,000 | +37.8% | 21,187 | +37.5% | 0.00% | – |
| Q2 2020 | $805,000 | +5.0% | 15,405 | +3.0% | 0.00% | – |
| Q1 2020 | $767,000 | -0.9% | 14,957 | -2.2% | 0.00% | – |
| Q4 2019 | $774,000 | +14.2% | 15,296 | +14.5% | 0.00% | – |
| Q3 2019 | $678,000 | -4.8% | 13,361 | -5.7% | 0.00% | – |
| Q2 2019 | $712,000 | +7.9% | 14,165 | +6.1% | 0.00% | – |
| Q1 2019 | $660,000 | +8.9% | 13,353 | +5.8% | 0.00% | – |
| Q4 2018 | $606,000 | -16.1% | 12,622 | -16.4% | 0.00% | – |
| Q3 2018 | $722,000 | +18.8% | 15,096 | +18.6% | 0.00% | – |
| Q2 2018 | $608,000 | -5.9% | 12,728 | -4.9% | 0.00% | – |
| Q1 2018 | $646,000 | -20.8% | 13,377 | -18.5% | 0.00% | – |
| Q4 2017 | $816,000 | +6.5% | 16,420 | +6.5% | 0.00% | – |
| Q3 2017 | $766,000 | -42.7% | 15,418 | -42.8% | 0.00% | -100.0% |
| Q2 2017 | $1,336,000 | -71.9% | 26,962 | -72.0% | 0.00% | -66.7% |
| Q1 2017 | $4,748,000 | +68.4% | 96,425 | +66.6% | 0.00% | +50.0% |
| Q4 2016 | $2,820,000 | – | 57,870 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cardinal Strategic Wealth Guidance | 225,362 | $11,803,000 | 7.01% |
| Demars Financial Group, LLC | 115,601 | $6,055,000 | 4.28% |
| Destination Wealth Management | 330,152 | $17,292,000 | 0.75% |
| Birchcreek Wealth Management, LLC | 3,066 | $160,000 | 0.16% |
| D.A. DAVIDSON & CO. | 156,314 | $8,187,000 | 0.12% |
| Columbus Macro, LLC | 7,077 | $371,000 | 0.11% |
| J.W. COLE ADVISORS, INC. | 13,359 | $700,000 | 0.07% |
| RFG Advisory, LLC | 8,963 | $467,000 | 0.06% |
| WealthShield Partners, LLC | 5,730 | $300,000 | 0.06% |
| DAVIDSON INVESTMENT ADVISORS | 9,731 | $510,000 | 0.05% |