ISHARES TR's ticker is IBTF and the CUSIP is 46436E866. A total of 115 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,314,184 | +46.0% | 57,064 | +46.2% | 0.03% | +61.1% |
Q2 2023 | $899,964 | +19.2% | 39,044 | +21.2% | 0.02% | +20.0% |
Q1 2023 | $754,909 | -59.3% | 32,206 | -59.3% | 0.02% | -60.5% |
Q4 2022 | $1,854,447 | +53.6% | 79,216 | +52.5% | 0.04% | +35.7% |
Q3 2022 | $1,207,000 | – | 51,942 | – | 0.03% | – |
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% |