ISHARES TR's ticker is IMTB and the CUSIP is 46435G417. A total of 40 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $315,000 | -3.7% | 7,455 | +2.1% | 0.01% | +20.0% |
| Q2 2022 | $327,000 | -4.1% | 7,300 | +1.5% | 0.01% | 0.0% |
| Q1 2022 | $341,000 | -15.8% | 7,190 | -10.6% | 0.01% | -16.7% |
| Q4 2021 | $405,000 | +16.7% | 8,042 | +18.7% | 0.01% | 0.0% |
| Q3 2021 | $347,000 | +1.5% | 6,777 | +2.0% | 0.01% | +20.0% |
| Q2 2021 | $342,000 | -6.3% | 6,642 | -7.3% | 0.01% | -28.6% |
| Q1 2021 | $365,000 | -1.6% | 7,166 | +1.3% | 0.01% | 0.0% |
| Q4 2020 | $371,000 | – | 7,077 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CGN Advisors LLC | 635,555 | $27,837,309 | 4.39% |
| FinTrust Capital Advisors, LLC | 269,874 | $11,539,818 | 2.80% |
| Lee Financial Group Hawaii, Inc. | 28,944 | $1,267,755 | 1.31% |
| Destination Wealth Management | 364,993 | $15,986,679 | 0.61% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 56,140 | $2,458,932 | 0.24% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 18,971 | $830,930 | 0.22% |
| Mariner, LLC | 887,510 | $38,873 | 0.11% |
| Rice Partnership, LLC | 6,120 | $268,056 | 0.08% |
| Cyndeo Wealth Partners, LLC | 9,935 | $435,153 | 0.05% |
| JGP Wealth Management, LLC | 5,756 | $252,113 | 0.04% |