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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,913 | -99.7% | 82,714 | +168.6% | 0.08% | +112.8% |
| Q2 2022 | $738,000 | +103.9% | 30,792 | +106.5% | 0.04% | +225.0% |
| Q1 2022 | $362,000 | -86.3% | 14,911 | -85.7% | 0.01% | -83.1% |
| Q4 2021 | $2,642,000 | +14.8% | 104,220 | +16.1% | 0.07% | -23.7% |
| Q3 2021 | $2,302,000 | +73.7% | 89,755 | +73.9% | 0.09% | +40.9% |
| Q2 2021 | $1,325,000 | +210.3% | 51,621 | +210.1% | 0.07% | +187.0% |
| Q1 2021 | $427,000 | – | 16,648 | – | 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% |
| 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% |