ISHARES TR's ticker is IBTH and the CUSIP is 46436E841. A total of 18 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33 | +3.1% | 1,491 | +4.1% | 0.01% | +14.3% |
| Q2 2023 | $32 | -3.0% | 1,432 | -1.1% | 0.01% | -12.5% |
| Q1 2023 | $33 | +3.1% | 1,448 | +0.4% | 0.01% | 0.0% |
| Q4 2022 | $32 | -100.0% | 1,442 | -57.3% | 0.01% | -65.2% |
| Q3 2022 | $75,000 | -94.6% | 3,378 | -94.4% | 0.02% | -94.4% |
| Q2 2022 | $1,392,000 | +45.9% | 60,108 | +49.9% | 0.41% | +47.7% |
| Q1 2022 | $954,000 | -10.3% | 40,102 | -5.2% | 0.28% | -19.5% |
| Q4 2021 | $1,063,000 | +88.1% | 42,313 | +90.2% | 0.34% | 0.0% |
| Q3 2021 | $565,000 | -24.0% | 22,242 | -23.7% | 0.34% | -32.5% |
| Q2 2021 | $743,000 | +382.5% | 29,168 | +377.1% | 0.51% | +335.9% |
| Q1 2021 | $154,000 | -14.0% | 6,113 | -10.3% | 0.12% | -15.8% |
| Q4 2020 | $179,000 | +14.0% | 6,814 | +14.4% | 0.14% | +6.9% |
| Q3 2020 | $157,000 | +30.8% | 5,954 | +30.4% | 0.13% | +30.0% |
| Q2 2020 | $120,000 | – | 4,566 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4J Wealth Management LLC | 106,479 | $2,412,825 | 2.59% |
| FinTrust Capital Advisors, LLC | 450,022 | $10,010,927 | 2.43% |
| Royal Harbor Partners, LLC | 137,398 | $3,113,439 | 1.67% |
| Altus Wealth Group LLC | 55,418 | $1,255,772 | 0.85% |
| Denver PWM, LLC | 67,940 | $1,543,267 | 0.68% |
| KCS Wealth Advisory | 67,994 | $1,540,733 | 0.58% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1,437,738 | $32,579,138 | 0.48% |
| Stratos Wealth Partners, LTD. | 408,845 | $9,264,437 | 0.25% |
| Granite Harbor Advisors, Inc. | 11,337 | $256,896 | 0.23% |
| JDM Financial Group LLC | 9,113 | $206,505 | 0.19% |