ISHARES TR's ticker is IBTH and the CUSIP is 46436E841. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,371,000 | +31.9% | 108,489 | +33.6% | 0.00% | – |
| Q2 2023 | $1,798,000 | +20.8% | 81,204 | +23.6% | 0.00% | – |
| Q1 2023 | $1,489,000 | +5217.9% | 65,692 | +5176.5% | 0.00% | – |
| Q4 2022 | $28,000 | -61.6% | 1,245 | -62.3% | 0.00% | – |
| Q3 2022 | $73,000 | -3.9% | 3,300 | 0.0% | 0.00% | – |
| Q2 2022 | $76,000 | – | 3,300 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FinTrust Capital Advisors, LLC | 551,219 | $12,044,129 | 2.67% |
| 4J Wealth Management LLC | 114,199 | $2,495,238 | 2.48% |
| MV CAPITAL MANAGEMENT, INC. | 359,896 | $7,863,728 | 1.05% |
| KCS Wealth Advisory | 99,685 | $2,178,107 | 0.93% |
| Altus Wealth Group LLC | 59,952 | $1,309,951 | 0.83% |
| Denver PWM, LLC | 82,178 | $1,783,680 | 0.75% |
| MKT Advisors LLC | 38,686 | $839,293 | 0.64% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1,429,156 | $31,227,054 | 0.48% |
| Stockman Wealth Management, Inc. | 93,187 | $2,036,136 | 0.45% |
| AllSquare Wealth Management LLC | 20,645 | $451,093 | 0.29% |