ISHARES TR's ticker is IMTB and the CUSIP is 46435G417. A total of 44 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,746,907 | +0.5% | 42,426 | +5.2% | 0.00% | 0.0% |
| Q2 2023 | $1,737,747 | +2.1% | 40,347 | +3.9% | 0.00% | 0.0% |
| Q1 2023 | $1,701,670 | -1.5% | 38,851 | -3.8% | 0.00% | 0.0% |
| Q4 2022 | $1,726,868 | -9.2% | 40,385 | -10.3% | 0.00% | -50.0% |
| Q3 2022 | $1,902,000 | -9.3% | 45,007 | -3.9% | 0.00% | 0.0% |
| Q2 2022 | $2,096,000 | -14.0% | 46,849 | -9.0% | 0.00% | 0.0% |
| Q1 2022 | $2,438,000 | -17.9% | 51,480 | -12.6% | 0.00% | 0.0% |
| Q4 2021 | $2,969,000 | -8.3% | 58,924 | -6.9% | 0.00% | -33.3% |
| Q3 2021 | $3,238,000 | +2.8% | 63,296 | +3.3% | 0.00% | 0.0% |
| Q2 2021 | $3,151,000 | -5.0% | 61,272 | -5.8% | 0.00% | -25.0% |
| Q1 2021 | $3,316,000 | +0.6% | 65,038 | +3.4% | 0.00% | 0.0% |
| Q4 2020 | $3,295,000 | -7.8% | 62,915 | -7.8% | 0.00% | -33.3% |
| Q3 2020 | $3,573,000 | -2.8% | 68,221 | -3.0% | 0.01% | 0.0% |
| Q2 2020 | $3,676,000 | -35.4% | 70,359 | -36.6% | 0.01% | -50.0% |
| Q1 2020 | $5,687,000 | +23.2% | 110,961 | +21.7% | 0.01% | +50.0% |
| Q4 2019 | $4,615,000 | +12.8% | 91,167 | +13.1% | 0.01% | 0.0% |
| Q3 2019 | $4,090,000 | +25.1% | 80,581 | +24.0% | 0.01% | +14.3% |
| Q2 2019 | $3,269,000 | +18.4% | 64,987 | +16.3% | 0.01% | +16.7% |
| Q1 2019 | $2,761,000 | +66.5% | 55,900 | +61.9% | 0.01% | +50.0% |
| Q4 2018 | $1,658,000 | +27.5% | 34,536 | +27.0% | 0.00% | +33.3% |
| Q3 2018 | $1,300,000 | +20.1% | 27,188 | +20.1% | 0.00% | 0.0% |
| Q2 2018 | $1,082,000 | -0.7% | 22,630 | +0.4% | 0.00% | 0.0% |
| Q1 2018 | $1,090,000 | +4.8% | 22,544 | +7.7% | 0.00% | 0.0% |
| Q4 2017 | $1,040,000 | +85.7% | 20,926 | +85.8% | 0.00% | +50.0% |
| Q3 2017 | $560,000 | +48.5% | 11,262 | +47.9% | 0.00% | +100.0% |
| Q2 2017 | $377,000 | – | 7,613 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cardinal Strategic Wealth Guidance | 225,362 | $11,803,000 | 7.01% |
| Demars Financial Group, LLC | 115,601 | $6,055,000 | 4.28% |
| Destination Wealth Management | 330,152 | $17,292,000 | 0.75% |
| Birchcreek Wealth Management, LLC | 3,066 | $160,000 | 0.16% |
| D.A. DAVIDSON & CO. | 156,314 | $8,187,000 | 0.12% |
| Columbus Macro, LLC | 7,077 | $371,000 | 0.11% |
| J.W. COLE ADVISORS, INC. | 13,359 | $700,000 | 0.07% |
| RFG Advisory, LLC | 8,963 | $467,000 | 0.06% |
| WealthShield Partners, LLC | 5,730 | $300,000 | 0.06% |
| DAVIDSON INVESTMENT ADVISORS | 9,731 | $510,000 | 0.05% |