ISHARES TR's ticker is ILTB and the CUSIP is 464289479. A total of 80 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $687 | -43.5% | 14,546 | -37.0% | 0.00% | -50.0% |
| Q2 2023 | $1,215 | -3.0% | 23,097 | -0.9% | 0.00% | 0.0% |
| Q1 2023 | $1,252 | +18.9% | 23,309 | +12.7% | 0.00% | 0.0% |
| Q4 2022 | $1,053 | -99.9% | 20,685 | +26.0% | 0.00% | +33.3% |
| Q3 2022 | $913,000 | 0.0% | 16,418 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $913,000 | +6.9% | 16,418 | +23.2% | 0.00% | 0.0% |
| Q1 2022 | $854,000 | +3.6% | 13,331 | +16.7% | 0.00% | 0.0% |
| Q4 2021 | $824,000 | -6.9% | 11,421 | -7.7% | 0.00% | 0.0% |
| Q3 2021 | $885,000 | +22.2% | 12,370 | +23.5% | 0.00% | +50.0% |
| Q2 2021 | $724,000 | +12.4% | 10,014 | +6.5% | 0.00% | 0.0% |
| Q1 2021 | $644,000 | +4.7% | 9,399 | +16.9% | 0.00% | -33.3% |
| Q4 2020 | $615,000 | +27.9% | 8,043 | +26.3% | 0.00% | +50.0% |
| Q3 2020 | $481,000 | -10.4% | 6,368 | -11.1% | 0.00% | -33.3% |
| Q2 2020 | $537,000 | +139.7% | 7,162 | +128.2% | 0.00% | +200.0% |
| Q1 2020 | $224,000 | – | 3,139 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Safeguard Investment Advisory Group, LLC | 88,333 | $6,055,000 | 5.41% |
| Brio Consultants, LLC | 244,552 | $16,764,000 | 4.94% |
| USAdvisors Wealth Management, LLC | 81,423 | $5,375,000 | 2.60% |
| Verde Capital Management | 83,467 | $5,722,000 | 2.52% |
| Centennial Wealth Advisory LLC | 39,502 | $2,708,000 | 1.79% |
| Stadion Money Management, LLC | 296,428 | $20,320,000 | 0.92% |
| Onyx Bridge Wealth Group LLC | 24,497 | $1,679,000 | 0.84% |
| Wechter Feldman Wealth Management, Inc. | 9,227 | $633,000 | 0.47% |
| Renasant Bank | 4,780 | $328,000 | 0.26% |
| WEALTHSOURCE PARTNERS, LLC | 34,166 | $2,342,000 | 0.23% |