ISHARES TR's ticker is IBTF and the CUSIP is 46436E866. A total of 65 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,400,352 | -0.5% | 60,308 | -0.4% | 0.04% | -2.2% |
| Q1 2024 | $1,407,064 | -0.6% | 60,571 | -0.3% | 0.05% | -14.8% |
| Q4 2023 | $1,414,935 | -4.4% | 60,779 | -5.2% | 0.05% | -12.9% |
| Q3 2023 | $1,480,097 | -0.2% | 64,129 | 0.0% | 0.06% | +5.1% |
| Q2 2023 | $1,483,304 | -1.6% | 64,129 | +0.1% | 0.06% | -3.3% |
| Q1 2023 | $1,508,132 | +3.3% | 64,094 | +2.2% | 0.06% | +5.2% |
| Q4 2022 | $1,459,516 | +12.8% | 62,694 | +12.8% | 0.06% | 0.0% |
| Q3 2022 | $1,294,000 | – | 55,579 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Keeler Thomas Management LLC | 260,543 | $6,035,918 | 2.44% |
| FinTrust Capital Advisors, LLC | 410,135 | $9,547,935 | 2.29% |
| MV CAPITAL MANAGEMENT, INC. | 736,717 | $17,040,263 | 2.26% |
| Altus Wealth Group LLC | 138,696 | $3,208,038 | 1.97% |
| Journey Advisory Group, LLC | 538,630 | $12,458,512 | 1.85% |
| Denver PWM, LLC | 192,192 | $4,428,121 | 1.83% |
| Rinkey Investments | 168,443 | $3,896,087 | 1.78% |
| Royal Harbor Partners, LLC | 153,076 | $3,540,648 | 1.74% |
| Freestone Capital Holdings, LLC | 1,835,648 | $42,458,538 | 1.71% |
| CAPTRUST FINANCIAL ADVISORS | 17,571,678 | $406,432,759 | 1.60% |