ISHARES TR's ticker is ILF and the CUSIP is 464287390. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,211 | -85.2% | 243 | -84.8% | 0.01% | -76.3% |
| Q3 2021 | $42,000 | -16.0% | 1,600 | +1.3% | 0.04% | -9.5% |
| Q2 2021 | $50,000 | 0.0% | 1,579 | -12.0% | 0.04% | +2.4% |
| Q1 2021 | $50,000 | -79.2% | 1,794 | -77.9% | 0.04% | -32.8% |
| Q3 2018 | $240,000 | -5.1% | 8,105 | +20.5% | 0.06% | 0.0% |
| Q2 2018 | $253,000 | -1.6% | 6,725 | -1.7% | 0.06% | -1.6% |
| Q1 2018 | $257,000 | – | 6,839 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Water Oak Advisors LLC | 620,335 | $22,878,000 | 19.74% |
| Simply Money Advisors | 464,063 | $17,115,000 | 2.61% |
| Merriman Wealth Management, LLC | 38,178 | $1,358,000 | 1.76% |
| Foothills Asset Management, Ltd. | 54,080 | $1,994,000 | 1.62% |
| SignalPoint Asset Management, LLC | 62,679 | $2,312,000 | 1.12% |
| Baker Avenue Asset Management, LP | 168,920 | $6,230,000 | 0.87% |
| GW HENSSLER & ASSOCIATES LTD | 142,280 | $5,247,000 | 0.64% |
| Gemmer Asset Management LLC | 23,418 | $864,000 | 0.61% |
| Rafferty Asset Management, LLC | 129,266 | $4,767,000 | 0.51% |
| Liberty Capital Management, Inc. | 18,355 | $677,000 | 0.49% |