ISHARES TR's ticker is IBTF and the CUSIP is 46436E866. A total of 177 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,959,510 | +22.5% | 518,176 | +22.8% | 0.02% | +29.4% |
| Q2 2023 | $9,763,270 | +0.4% | 422,104 | +2.1% | 0.02% | -5.6% |
| Q1 2023 | $9,728,771 | +6.2% | 413,462 | +5.1% | 0.02% | 0.0% |
| Q4 2022 | $9,160,714 | +28.3% | 393,501 | +28.3% | 0.02% | +12.5% |
| Q3 2022 | $7,138,000 | – | 306,606 | – | 0.02% | – |
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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% |
| Denver PWM, 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% |