ISHARES TR's ticker is IBTF and the CUSIP is 46436E866. A total of 144 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,520,961 | -1.9% | 369,192 | -1.7% | 0.13% | +3.9% |
| Q2 2023 | $8,684,677 | -2.3% | 375,472 | -0.6% | 0.13% | -3.1% |
| Q1 2023 | $8,884,679 | +104401.0% | 377,589 | +3.4% | 0.13% | +3.1% |
| Q4 2022 | $8,502 | -99.9% | 365,202 | -0.6% | 0.13% | -11.2% |
| Q3 2022 | $8,552,000 | -3.4% | 367,347 | -0.5% | 0.14% | +3.6% |
| Q2 2022 | $8,855,000 | -48.6% | 369,286 | -48.0% | 0.14% | -42.7% |
| Q1 2022 | $17,229,000 | +86.2% | 709,584 | +94.4% | 0.24% | +95.9% |
| Q4 2021 | $9,251,000 | +0.3% | 364,997 | +1.5% | 0.12% | -4.7% |
| Q3 2021 | $9,223,000 | +0.7% | 359,659 | +0.8% | 0.13% | +5.7% |
| Q2 2021 | $9,158,000 | -2.9% | 356,750 | -3.0% | 0.12% | -7.6% |
| Q1 2021 | $9,431,000 | +15.0% | 367,971 | +17.1% | 0.13% | +8.2% |
| Q4 2020 | $8,201,000 | +0.1% | 314,317 | +0.5% | 0.12% | -8.3% |
| Q3 2020 | $8,189,000 | +3.2% | 312,691 | +3.2% | 0.13% | +0.8% |
| Q2 2020 | $7,935,000 | +2.5% | 303,083 | +2.2% | 0.13% | -10.2% |
| Q1 2020 | $7,745,000 | – | 296,531 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Reliant Wealth Planning | 176,426 | $4,107,197 | 2.49% |
| FinTrust Capital Advisors, LLC | 410,135 | $9,547,934 | 2.31% |
| Rinkey Investments | 130,225 | $3,031,638 | 1.81% |
| Royal Harbor Partners, LLC | 106,365 | $2,476,177 | 1.53% |
| CAPTRUST FINANCIAL ADVISORS | 12,903,526 | $300,394,083 | 1.51% |
| Kerntke Otto McGlone Wealth Management Group | 53,283 | $1,240,000 | 1.43% |
| Capital Investment Advisors, LLC | 1,457,550 | $33,932 | 1.03% |
| Vista Private Wealth Partners. LLC | 90,908 | $2,116,329 | 1.00% |
| SYNOVUS FINANCIAL CORP | 3,328,170 | $77,479,800 | 0.88% |
| Safeguard Financial, LLC | 47,868 | $1,114 | 0.80% |