ISHARES TR's ticker is IBTH and the CUSIP is 46436E841. A total of 76 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,859 | -6.0% | 85,070 | -4.7% | 0.03% | -6.5% |
| Q2 2023 | $1,977 | +14.0% | 89,254 | +16.6% | 0.03% | +3.3% |
| Q1 2023 | $1,734 | -99.9% | 76,516 | +18.9% | 0.03% | +20.0% |
| Q4 2022 | $1,432,000 | -99.9% | 64,375 | +16.2% | 0.02% | +4.2% |
| Q3 2022 | $1,229,000,000 | +104495.7% | 55,415 | +9.2% | 0.02% | +4.3% |
| Q2 2022 | $1,175,000 | -20.7% | 50,735 | -18.5% | 0.02% | -11.5% |
| Q1 2022 | $1,481,000 | -99.8% | 62,273 | +63.0% | 0.03% | +52.9% |
| Q4 2021 | $960,000,000 | +60201.5% | 38,213 | -39.0% | 0.02% | -46.9% |
| Q3 2021 | $1,592,000 | +31.6% | 62,647 | +31.9% | 0.03% | +23.1% |
| Q2 2021 | $1,210,000 | – | 47,496 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4J Wealth Management LLC | 106,479 | $2,412,825 | 2.59% |
| FinTrust Capital Advisors, LLC | 450,022 | $10,010,927 | 2.43% |
| Royal Harbor Partners, LLC | 137,398 | $3,113,439 | 1.67% |
| Altus Wealth Group LLC | 55,418 | $1,255,772 | 0.85% |
| Denver PWM, LLC | 67,940 | $1,543,267 | 0.68% |
| KCS Wealth Advisory | 67,994 | $1,540,733 | 0.58% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1,437,738 | $32,579,138 | 0.48% |
| Stratos Wealth Partners, LTD. | 408,845 | $9,264,437 | 0.25% |
| Granite Harbor Advisors, Inc. | 11,337 | $256,896 | 0.23% |
| JDM Financial Group LLC | 9,113 | $206,505 | 0.19% |