ISHARES TR's ticker is IBTH and the CUSIP is 46436E841. A total of 9 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $833 | -55.5% | 37,622 | -54.5% | 0.04% | -52.6% |
Q1 2023 | $1,872 | -24.6% | 82,616 | -26.0% | 0.08% | -39.2% |
Q4 2022 | $2,484 | -99.7% | 111,652 | +261.4% | 0.12% | +400.0% |
Q1 2022 | $735,000 | -60.6% | 30,898 | -58.4% | 0.02% | -50.0% |
Q4 2021 | $1,866,000 | +424.2% | 74,286 | +431.1% | 0.05% | +177.8% |
Q2 2021 | $356,000 | -52.8% | 13,988 | -51.4% | 0.02% | -65.4% |
Q4 2020 | $755,000 | – | 28,811 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
FinTrust Capital Advisors, LLC | 551,219 | $12,044,129 | 2.67% |
4J Wealth Management LLC | 114,199 | $2,495,238 | 2.48% |
MV CAPITAL MANAGEMENT, INC. | 359,896 | $7,863,728 | 1.05% |
KCS Wealth Advisory | 99,685 | $2,178,107 | 0.93% |
Altus Wealth Group LLC | 59,952 | $1,309,951 | 0.83% |
Denver PWM, LLC | 82,178 | $1,783,680 | 0.75% |
MKT Advisors LLC | 38,686 | $839,293 | 0.64% |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 1,429,156 | $31,227,054 | 0.48% |
Stockman Wealth Management, Inc. | 93,187 | $2,036,136 | 0.45% |
AllSquare Wealth Management LLC | 20,645 | $451,093 | 0.29% |