ISHARES TR's ticker is ILTB and the CUSIP is 464289479. A total of 81 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $15,944 | +2.9% | 303 | +3.8% | 0.00% | 0.0% |
| Q1 2023 | $15,499 | -93.5% | 292 | -92.2% | 0.00% | -95.5% |
| Q1 2022 | $239,000 | -15.8% | 3,737 | -12.0% | 0.04% | -4.3% |
| Q4 2021 | $284,000 | +12.3% | 4,248 | +23.2% | 0.05% | +2.2% |
| Q3 2021 | $253,000 | 0.0% | 3,448 | 0.0% | 0.04% | -2.2% |
| Q2 2021 | $253,000 | -28.1% | 3,448 | -32.8% | 0.05% | -33.3% |
| Q1 2021 | $352,000 | – | 5,128 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hilltop Partners LLC | 229,372 | $10,837,806 | 4.56% |
| Peak Financial Management, Inc. | 173,938 | $8,218,580 | 2.99% |
| Verde Capital Management | 132,387 | $6,255,291 | 2.43% |
| Independent Wealth Network Inc. | 67,184 | $3,174,421 | 1.95% |
| Safeguard Investment Advisory Group, LLC | 88,721 | $4,192,343 | 1.82% |
| Rooted Wealth Advisors, Inc. | 53,714 | $2,586 | 1.59% |
| Centennial Wealth Advisory LLC | 47,394 | $2,239,381 | 1.20% |
| Optas, LLC | 59,748 | $2,823,188 | 0.94% |
| Kingdom Financial Group LLC. | 15,426 | $728,858 | 0.69% |
| Beacon Bridge Wealth Partners, LLC | 25,557 | $1,207,568 | 0.64% |