ISHARES TR's ticker is IBTJ and the CUSIP is 46436E825. A total of 44 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $296 | +19.8% | 14,114 | +23.4% | 0.01% | +22.2% |
| Q2 2023 | $247 | +3.3% | 11,440 | +6.0% | 0.01% | -10.0% |
| Q1 2023 | $239 | +267.7% | 10,794 | +256.5% | 0.01% | +233.3% |
| Q4 2022 | $65 | -100.0% | 3,028 | -98.0% | 0.00% | -98.2% |
| Q3 2022 | $3,332,000 | +2424.2% | 154,590 | +2570.9% | 0.17% | +2683.3% |
| Q2 2022 | $132,000 | 0.0% | 5,788 | +3.4% | 0.01% | 0.0% |
| Q1 2022 | $132,000 | -9.6% | 5,598 | -3.8% | 0.01% | -14.3% |
| Q4 2021 | $146,000 | +15.0% | 5,817 | +15.0% | 0.01% | +16.7% |
| Q3 2021 | $127,000 | +30.9% | 5,057 | +31.7% | 0.01% | +20.0% |
| Q2 2021 | $97,000 | -91.9% | 3,839 | -92.1% | 0.01% | -92.3% |
| Q1 2021 | $1,202,000 | -57.7% | 48,539 | -55.2% | 0.06% | -61.5% |
| Q4 2020 | $2,841,000 | +8.7% | 108,324 | +10.4% | 0.17% | -3.4% |
| Q3 2020 | $2,613,000 | +21.3% | 98,085 | +21.3% | 0.18% | +12.2% |
| Q2 2020 | $2,155,000 | – | 80,883 | – | 0.16% | – |
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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% |