ISHARES TR's ticker is IBTH and the CUSIP is 46436E841. A total of 23 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $982,310 | -71.0% | 44,957 | -70.6% | 0.00% | -100.0% |
| Q2 2023 | $3,385,583 | +96.8% | 152,848 | +101.3% | 0.00% | 0.0% |
| Q1 2023 | $1,720,664 | -80.6% | 75,934 | -80.9% | 0.00% | -75.0% |
| Q4 2022 | $8,858,118 | +259.8% | 398,200 | +258.6% | 0.00% | +300.0% |
| Q3 2022 | $2,462,000 | +95.1% | 111,053 | +121.2% | 0.00% | – |
| Q4 2021 | $1,262,000 | +347.5% | 50,210 | +347.8% | 0.00% | – |
| Q1 2021 | $282,000 | +6.0% | 11,212 | +10.4% | 0.00% | – |
| Q4 2020 | $266,000 | -68.4% | 10,156 | -68.1% | 0.00% | -100.0% |
| Q3 2020 | $841,000 | +59.3% | 31,790 | +58.5% | 0.00% | 0.0% |
| Q1 2020 | $528,000 | – | 20,054 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4J Wealth Management LLC | 106,479 | $2,412,825 | 2.59% |
| FinTrust Capital Advisors, LLC | 450,022 | $10,010,927 | 2.43% |
| Royal Harbor Partners, LLC | 137,398 | $3,113,439 | 1.67% |
| Altus Wealth Group LLC | 55,418 | $1,255,772 | 0.85% |
| Denver PWM, LLC | 67,940 | $1,543,267 | 0.68% |
| KCS Wealth Advisory | 67,994 | $1,540,733 | 0.58% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1,437,738 | $32,579,138 | 0.48% |
| Stratos Wealth Partners, LTD. | 408,845 | $9,264,437 | 0.25% |
| Granite Harbor Advisors, Inc. | 11,337 | $256,896 | 0.23% |
| JDM Financial Group LLC | 9,113 | $206,505 | 0.19% |