ISHARES TR's ticker is IBTF and the CUSIP is 46436E866. A total of 239 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $54,544,481 | +5.1% | 2,349,030 | +5.2% | 1.23% | +2.0% |
| Q1 2024 | $51,885,802 | +8.6% | 2,233,569 | +8.8% | 1.21% | +0.9% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Denver PWM, LLC | 567,571 | $13,178,991 | 5.26% |
| Atlantic Private Wealth, LLC | 240,018 | $5,573,228 | 4.54% |
| MKT Advisors LLC | 352,799 | $8,174,353 | 4.07% |
| Kerntke Otto McGlone Wealth Management Group | 183,919 | $4,270,600 | 3.99% |
| Hills Bank & Trust Co | 2,067,890 | $48,016,406 | 3.89% |
| MOSELEY INVESTMENT MANAGEMENT INC | 352,980 | $8,196,195 | 3.80% |
| Keeler Thomas Management LLC | 321,043 | $7,461,115 | 2.54% |
| Scissortail Wealth Management, LLC | 416,397 | $9,668,722 | 2.46% |
| GLOBALT Investments LLC / GA | 2,649,635 | $61,524,531 | 2.46% |
| Lunt Capital Management, Inc. | 208,125 | $4,832,662 | 2.38% |