PRIVATE TRUST CO NA - ISHARES TR ownership

ISHARES TR's ticker is IMTB and the CUSIP is 46435G417. A total of 43 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
PRIVATE TRUST CO NA ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,441
-4.4%
2050.0%0.00%0.0%
Q2 2023$8,829
-1.7%
2050.0%0.00%0.0%
Q1 2023$8,979
+99666.7%
2050.0%0.00%0.0%
Q4 2022$9
-99.9%
2050.0%0.00%0.0%
Q3 2022$9,000
+12.5%
205
+13.9%
0.00%0.0%
Q2 2022$8,0001800.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
CGN Advisors LLC 635,555$27,837,3094.39%
FinTrust Capital Advisors, LLC 269,874$11,539,8182.80%
Lee Financial Group Hawaii, Inc. 28,944$1,267,7551.31%
Destination Wealth Management 364,993$15,986,6790.61%
PHILLIPS FINANCIAL MANAGEMENT, LLC 56,140$2,458,9320.24%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 18,971$830,9300.22%
Mariner, LLC 887,510$38,8730.11%
Rice Partnership, LLC 6,120$268,0560.08%
Cyndeo Wealth Partners, LLC 9,935$435,1530.05%
JGP Wealth Management, LLC 5,756$252,1130.04%
View complete list of ISHARES TR shareholders