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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $281,704 | -5.6% | 5,962 | +5.1% | 0.24% | -2.9% |
| Q2 2023 | $298,338 | -1.8% | 5,672 | +0.3% | 0.24% | +3.4% |
| Q1 2023 | $303,896 | +5.5% | 5,656 | 0.0% | 0.24% | +8.8% |
| Q4 2022 | $288,022 | -12.2% | 5,656 | -13.5% | 0.22% | -24.9% |
| Q3 2022 | $328,000 | -10.9% | 6,539 | -1.3% | 0.29% | -3.7% |
| Q2 2022 | $368,000 | -12.8% | 6,626 | +0.6% | 0.30% | +5.6% |
| Q1 2022 | $422,000 | -11.9% | 6,589 | -0.8% | 0.28% | -12.9% |
| Q4 2021 | $479,000 | +29.8% | 6,643 | +28.8% | 0.33% | +11.3% |
| Q3 2021 | $369,000 | +5.7% | 5,156 | +6.7% | 0.29% | +11.0% |
| Q2 2021 | $349,000 | +6.4% | 4,834 | +1.1% | 0.26% | 0.0% |
| Q1 2021 | $328,000 | -9.1% | 4,780 | +1.0% | 0.26% | -10.8% |
| Q4 2020 | $361,000 | – | 4,732 | – | 0.30% | – |
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% |