ISHARES TR's ticker is IBTF and the CUSIP is 46436E866. A total of 11 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33 | +3.1% | 1,431 | +3.2% | 0.01% | +14.3% |
| Q2 2023 | $32 | -3.0% | 1,386 | -0.7% | 0.01% | -12.5% |
| Q1 2023 | $33 | +3.1% | 1,396 | +0.9% | 0.01% | 0.0% |
| Q4 2022 | $32 | -100.0% | 1,384 | -60.7% | 0.01% | -68.0% |
| Q3 2022 | $82,000 | +2.5% | 3,519 | +6.0% | 0.02% | +4.2% |
| Q2 2022 | $80,000 | -66.0% | 3,320 | -65.7% | 0.02% | -64.7% |
| Q1 2022 | $235,000 | +173.3% | 9,669 | +184.7% | 0.07% | +142.9% |
| Q4 2021 | $86,000 | +62.3% | 3,396 | +65.2% | 0.03% | -12.5% |
| Q3 2021 | $53,000 | -66.2% | 2,056 | -66.3% | 0.03% | -73.1% |
| Q1 2021 | $157,000 | – | 6,109 | – | 0.12% | – |
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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% |