ISHARES TR's ticker is IBTF and the CUSIP is 46436E866. A total of 12 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,545,506 | -71.6% | 66,963 | -71.6% | 0.00% | -100.0% |
| Q2 2023 | $5,444,201 | +98.7% | 235,374 | +102.1% | 0.00% | +100.0% |
| Q1 2023 | $2,740,516 | +43.4% | 116,469 | +46.1% | 0.00% | 0.0% |
| Q2 2022 | $1,911,000 | +160.7% | 79,700 | +164.2% | 0.00% | – |
| Q1 2022 | $733,000 | -39.2% | 30,170 | -36.6% | 0.00% | – |
| Q4 2021 | $1,206,000 | +51.7% | 47,595 | +53.6% | 0.00% | – |
| Q2 2021 | $795,000 | +86.6% | 30,987 | +90.0% | 0.00% | – |
| Q4 2020 | $426,000 | -2.3% | 16,312 | -2.0% | 0.00% | – |
| Q2 2020 | $436,000 | – | 16,645 | – | 0.00% | – |
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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% |
| Vista Private Wealth Partners. 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% |