ISHARES TR's ticker is IBTF and the CUSIP is 46436E866. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $549,783 | -5.1% | 23,821 | -4.9% | 0.00% | +50.0% |
| Q2 2023 | $579,287 | +110.2% | 25,045 | +113.9% | 0.00% | +100.0% |
| Q1 2023 | $275,560 | +23.5% | 11,711 | +22.2% | 0.00% | 0.0% |
| Q4 2022 | $223,139 | -27.1% | 9,585 | -27.2% | 0.00% | -75.0% |
| Q3 2022 | $306,000 | +12.5% | 13,159 | +15.8% | 0.00% | +33.3% |
| Q2 2022 | $272,000 | -49.1% | 11,359 | -46.1% | 0.00% | -62.5% |
| Q4 2021 | $534,000 | – | 21,075 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Scissortail Wealth Management, LLC | 362,876 | $8,367,888 | 6.59% |
| MOSELEY INVESTMENT MANAGEMENT INC | 263,629 | $6,084,557 | 3.64% |
| Hills Bank & Trust Co | 1,044,207 | $24,100,297 | 2.80% |
| FinTrust Capital Advisors, LLC | 519,925 | $11,999,869 | 2.66% |
| Keeler Thomas Management LLC | 270,519 | $6,185,265 | 2.29% |
| MV CAPITAL MANAGEMENT, INC. | 656,757 | $15,157,946 | 2.02% |
| Altus Wealth Group LLC | 135,583 | $3,129,256 | 1.98% |
| Denver PWM, LLC | 202,994 | $4,666,833 | 1.95% |
| Journey Advisory Group, LLC | 547,592 | $12,638,424 | 1.89% |
| Lunt Capital Management, Inc. | 151,726 | $3,501,836 | 1.85% |