ISHARES TR's ticker is IBTF and the CUSIP is 46436E866. A total of 116 filers reported holding ISHARES TR in Q4 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 ↓ |
|---|---|---|---|
| Denver PWM, LLC | 567,571 | $13,178,991 | 5.26% |
| Atlantic Private Wealth, LLC | 240,018 | $5,573,228 | 4.54% |
| MKT Advisors LLC | 352,799 | $8,174,353 | 4.07% |
| Kerntke Otto McGlone Wealth Management Group | 183,919 | $4,270,600 | 3.99% |
| Hills Bank & Trust Co | 2,067,890 | $48,016,406 | 3.89% |
| MOSELEY INVESTMENT MANAGEMENT INC | 352,980 | $8,196,195 | 3.80% |
| Keeler Thomas Management LLC | 321,043 | $7,461,115 | 2.54% |
| Scissortail Wealth Management, LLC | 416,397 | $9,668,722 | 2.46% |
| GLOBALT Investments LLC / GA | 2,649,635 | $61,524,531 | 2.46% |
| Lunt Capital Management, Inc. | 208,125 | $4,832,662 | 2.38% |