ISHARES TR's ticker is and the CUSIP is 46436E312. A total of 84 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,123,163 | +4.7% | 86,448 | +5.8% | 0.34% | +1.2% |
| Q1 2024 | $2,027,002 | -2.6% | 81,701 | -0.9% | 0.34% | -10.8% |
| Q4 2023 | $2,080,390 | +121.8% | 82,457 | +106.4% | 0.38% | +102.7% |
| Q3 2023 | $938,003 | +1.0% | 39,949 | +5.9% | 0.19% | +6.8% |
| Q2 2023 | $929,059 | +30.6% | 37,741 | +34.2% | 0.18% | +18.9% |
| Q1 2023 | $711,546 | +7.4% | 28,124 | +2.6% | 0.15% | -2.6% |
| Q4 2022 | $662,774 | – | 27,410 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 1,289,265 | $31,664,369 | 5.38% |
| Paradigm, Strategies in Wealth Management, LLC | 269,965 | $6,630,339 | 4.07% |
| Seneca House Advisors | 352,122 | $8,648,116 | 3.75% |
| FIRST INTERSTATE BANK | 2,136,419 | $52,470,451 | 3.48% |
| 4Thought Financial Group Inc. | 164,345 | $4,036,309 | 2.51% |
| Guidance Point Advisors, LLC | 278,312 | $6,835,362 | 2.13% |
| MV CAPITAL MANAGEMENT, INC. | 568,052 | $13,951,360 | 1.57% |
| SIGMA INVESTMENT COUNSELORS INC | 962,285 | $23,633,724 | 1.48% |
| Evergreen Private Wealth LLC | 115,731 | $2,842,365 | 1.40% |
| ARROW FINANCIAL CORP | 573,019 | $14,073,347 | 1.37% |