ISHARES TR's ticker is IBTJ and the CUSIP is 46436E825. A total of 13 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,032,856 | +41.1% | 46,588 | +37.4% | 0.00% | – |
| Q4 2022 | $731,987 | +38.9% | 33,904 | +46.6% | 0.00% | – |
| Q2 2022 | $527,000 | -29.3% | 23,134 | -22.0% | 0.00% | – |
| Q4 2021 | $745,000 | -66.4% | 29,672 | -66.3% | 0.00% | – |
| Q3 2021 | $2,220,000 | -3.6% | 88,100 | -3.4% | 0.00% | -100.0% |
| Q2 2021 | $2,303,000 | +27.2% | 91,245 | +24.9% | 0.00% | – |
| Q1 2021 | $1,810,000 | +62.8% | 73,061 | +72.3% | 0.00% | – |
| Q4 2020 | $1,112,000 | +35.3% | 42,405 | +37.4% | 0.00% | – |
| Q2 2020 | $822,000 | -34.4% | 30,856 | -34.6% | 0.00% | -100.0% |
| Q1 2020 | $1,253,000 | – | 47,166 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HENGEHOLD CAPITAL MANAGEMENT LLC | 576,961 | $12,116,191 | 1.58% |
| Altus Wealth Group LLC | 113,810 | $2,390,010 | 1.52% |
| ATWOOD & PALMER INC | 790,240 | $16,595,040 | 1.46% |
| Stockman Wealth Management, Inc. | 85,135 | $1,787,835 | 0.39% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 383,235 | $8,047,943 | 0.12% |
| Krilogy Financial LLC | 26,245 | $551,145 | 0.05% |
| Resonant Capital Advisors, LLC | 17,589 | $369,369 | 0.04% |
| First PREMIER Bank | 3,400 | $72 | 0.02% |
| D.A. DAVIDSON & CO. | 91,669 | $1,925,049 | 0.02% |
| Snowden Capital Advisors LLC | 23,156 | $486,276 | 0.02% |