ISHARES TR's ticker is IBTF and the CUSIP is 46436E866. A total of 221 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,542,969 | +2.9% | 66,450 | +2.9% | 0.02% | -5.9% |
| Q1 2024 | $1,499,984 | -41.0% | 64,571 | -40.8% | 0.02% | -45.2% |
| Q4 2023 | $2,540,942 | +22.9% | 109,147 | +21.8% | 0.03% | +3.3% |
| Q3 2023 | $2,067,668 | +50.3% | 89,587 | +50.6% | 0.03% | +50.0% |
| Q2 2023 | $1,375,541 | +33.2% | 59,470 | +35.5% | 0.02% | +17.6% |
| Q1 2023 | $1,032,849 | – | 43,895 | – | 0.02% | – |
Download | ||||||
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% |