ISHARES TR's ticker is IMTB and the CUSIP is 46435G417. A total of 40 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $296,490 | -5.3% | 7,201 | -0.9% | 0.02% | 0.0% |
| Q2 2023 | $312,946 | -5.8% | 7,266 | -4.2% | 0.02% | -8.3% |
| Q1 2023 | $332,098 | -6.5% | 7,582 | -8.7% | 0.02% | -11.1% |
| Q4 2022 | $355,328 | -20.3% | 8,309 | -21.2% | 0.03% | -27.0% |
| Q3 2022 | $446,000 | -5.3% | 10,551 | +0.2% | 0.04% | -2.6% |
| Q2 2022 | $471,000 | -6.2% | 10,526 | -0.6% | 0.04% | +11.8% |
| Q1 2022 | $502,000 | -6.9% | 10,592 | -1.0% | 0.03% | -2.9% |
| Q4 2021 | $539,000 | -11.6% | 10,700 | -9.8% | 0.04% | -27.1% |
| Q2 2021 | $610,000 | -1.0% | 11,859 | -1.9% | 0.05% | -18.6% |
| Q1 2021 | $616,000 | -12.0% | 12,085 | -9.5% | 0.06% | -19.2% |
| Q4 2020 | $700,000 | -20.4% | 13,359 | -20.6% | 0.07% | -44.7% |
| Q2 2020 | $879,000 | +1.4% | 16,826 | -1.8% | 0.13% | +21.1% |
| Q4 2019 | $867,000 | – | 17,133 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CGN Advisors LLC | 635,555 | $27,837,309 | 4.39% |
| FinTrust Capital Advisors, LLC | 269,874 | $11,539,818 | 2.80% |
| Lee Financial Group Hawaii, Inc. | 28,944 | $1,267,755 | 1.31% |
| Destination Wealth Management | 364,993 | $15,986,679 | 0.61% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 56,140 | $2,458,932 | 0.24% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 18,971 | $830,930 | 0.22% |
| Mariner, LLC | 887,510 | $38,873 | 0.11% |
| Rice Partnership, LLC | 6,120 | $268,056 | 0.08% |
| Cyndeo Wealth Partners, LLC | 9,935 | $435,153 | 0.05% |
| JGP Wealth Management, LLC | 5,756 | $252,113 | 0.04% |