ISHARES TR's ticker is ILTB and the CUSIP is 464289479. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Safeguard Investment Advisory Group, LLC | 109,656 | $7,923,000 | 5.64% |
| Brio Consultants, LLC | 279,749 | $20,215,000 | 5.16% |
| Verde Capital Management | 88,113 | $6,367,000 | 2.68% |
| Centennial Wealth Advisory LLC | 56,677 | $4,095,000 | 2.56% |
| Stadion Money Management, LLC | 292,747 | $21,154,000 | 1.07% |
| Renasant Bank | 4,834 | $349,000 | 0.26% |
| AE Wealth Management LLC | 323,344 | $23,365,000 | 0.20% |
| WEALTHSOURCE PARTNERS, LLC | 24,954 | $1,803,000 | 0.16% |
| USAdvisors Wealth Management, LLC | 2,887 | $208,000 | 0.11% |
| Sound Income Strategies, LLC | 10,725 | $775,000 | 0.11% |