ISHARES TR's ticker is ILTB and the CUSIP is 464289479. A total of 68 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $256,851 | -10.2% | 5,436 | 0.0% | 0.22% | -6.0% |
| Q2 2023 | $285,925 | -0.3% | 5,436 | +1.8% | 0.23% | -0.4% |
| Q1 2023 | $286,918 | +5.5% | 5,340 | 0.0% | 0.23% | +6.9% |
| Q4 2022 | $271,931 | -3.6% | 5,340 | +5.5% | 0.22% | -7.2% |
| Q2 2022 | $282,000 | -1.7% | 5,064 | +13.1% | 0.24% | +14.1% |
| Q1 2022 | $287,000 | +4.7% | 4,476 | +11.9% | 0.21% | +14.4% |
| Q1 2021 | $274,000 | – | 4,001 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hilltop Partners LLC | 229,372 | $10,837,806 | 4.56% |
| Peak Financial Management, Inc. | 173,938 | $8,218,580 | 2.99% |
| Verde Capital Management | 132,387 | $6,255,291 | 2.43% |
| Independent Wealth Network Inc. | 67,184 | $3,174,421 | 1.95% |
| Safeguard Investment Advisory Group, LLC | 88,721 | $4,192,343 | 1.82% |
| Rooted Wealth Advisors, Inc. | 53,714 | $2,586 | 1.59% |
| Centennial Wealth Advisory LLC | 47,394 | $2,239,381 | 1.20% |
| Optas, LLC | 59,748 | $2,823,188 | 0.94% |
| Kingdom Financial Group LLC. | 15,426 | $728,858 | 0.69% |
| Beacon Bridge Wealth Partners, LLC | 25,557 | $1,207,568 | 0.64% |