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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $350,269 | -83.5% | 7,997 | -83.9% | 0.00% | – |
| Q4 2022 | $2,125,343 | +60.8% | 49,704 | +68.2% | 0.00% | – |
| Q2 2022 | $1,322,000 | -80.3% | 29,547 | -77.9% | 0.00% | -100.0% |
| Q4 2021 | $6,725,000 | +64.0% | 133,468 | +66.6% | 0.00% | 0.0% |
| Q3 2021 | $4,100,000 | +25.5% | 80,134 | +25.1% | 0.00% | 0.0% |
| Q1 2021 | $3,266,000 | -32.1% | 64,042 | -30.3% | 0.00% | 0.0% |
| Q4 2020 | $4,811,000 | +35.9% | 91,862 | +33.0% | 0.00% | -50.0% |
| Q1 2020 | $3,540,000 | +73.6% | 69,074 | +71.9% | 0.00% | +100.0% |
| Q3 2019 | $2,039,000 | -40.5% | 40,172 | -41.0% | 0.00% | -50.0% |
| Q2 2019 | $3,427,000 | +5.2% | 68,126 | +3.3% | 0.00% | 0.0% |
| Q1 2019 | $3,257,000 | +42.4% | 65,942 | +38.4% | 0.00% | +100.0% |
| Q4 2018 | $2,287,000 | -23.2% | 47,654 | -23.5% | 0.00% | 0.0% |
| Q3 2018 | $2,979,000 | +464.2% | 62,315 | +486.2% | 0.00% | – |
| Q4 2017 | $528,000 | +53.0% | 10,631 | +53.1% | 0.00% | – |
| Q3 2017 | $345,000 | -52.3% | 6,945 | -52.5% | 0.00% | -100.0% |
| Q2 2017 | $724,000 | – | 14,615 | – | 0.00% | – |
Download | ||||||
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% |