ISHARES TR's ticker is IMTB and the CUSIP is 46435G417. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,245,314 | -3.9% | 54,531 | +0.5% | 0.21% | -1.8% |
| Q2 2023 | $2,337,323 | -4.9% | 54,268 | -3.3% | 0.22% | -8.4% |
| Q1 2023 | $2,458,932 | +1.4% | 56,140 | -1.0% | 0.24% | -4.0% |
| Q4 2022 | $2,425,176 | -32.2% | 56,716 | -33.0% | 0.25% | -37.3% |
| Q3 2022 | $3,578,000 | +22.8% | 84,675 | +30.1% | 0.39% | +24.7% |
| Q2 2022 | $2,913,000 | – | 65,085 | – | 0.32% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Demars Financial Group, LLC | 320,063 | $16,763,000 | 12.78% |
| Cardinal Strategic Wealth Guidance | 221,599 | $11,606,000 | 8.21% |
| Destination Wealth Management | 322,297 | $16,880,000 | 0.86% |
| D.A. DAVIDSON & CO. | 202,591 | $10,611,000 | 0.18% |
| WealthShield Partners, LLC | 6,578 | $345,000 | 0.12% |
| DAVIDSON INVESTMENT ADVISORS | 13,536 | $709,000 | 0.08% |
| RFG Advisory, LLC | 7,926 | $415,000 | 0.06% |
| Integrated Wealth Concepts LLC | 10,203 | $534,000 | 0.03% |
| Kopp Family Office, LLC | 764 | $40,000 | 0.02% |
| Stratos Wealth Partners, LTD. | 11,670 | $611,000 | 0.02% |