ISHARES TR's ticker is IBTF and the CUSIP is 46436E866. A total of 144 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $47,775,961 | +7.3% | 2,052,232 | +6.4% | 1.20% | -2.8% |
| Q3 2023 | $44,521,854 | +9.1% | 1,929,023 | +9.4% | 1.23% | -1.0% |
| Q2 2023 | $40,790,175 | +8.0% | 1,763,518 | +9.9% | 1.24% | +11.7% |
| Q1 2023 | $37,772,161 | +111217.2% | 1,605,277 | +10.1% | 1.11% | +8.5% |
| Q4 2022 | $33,932 | -99.9% | 1,457,550 | +6.8% | 1.03% | -5.7% |
| Q3 2022 | $31,774,000 | +5.3% | 1,364,852 | +8.4% | 1.09% | +8.8% |
| Q2 2022 | $30,187,000 | – | 1,258,861 | – | 1.00% | – |
Download | ||||||
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% |