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 | $6,418,605 | +98.7% | 135,846 | +121.2% | 0.01% | +50.0% |
| Q2 2023 | $3,229,857 | +14.6% | 61,405 | +17.1% | 0.01% | +20.0% |
| Q1 2023 | $2,818,407 | +7.7% | 52,456 | +2.0% | 0.01% | 0.0% |
| Q4 2022 | $2,617,831 | -1.8% | 51,410 | -3.2% | 0.01% | -16.7% |
| Q3 2022 | $2,665,000 | -19.4% | 53,099 | -10.7% | 0.01% | -14.3% |
| Q2 2022 | $3,307,000 | -21.6% | 59,487 | -9.7% | 0.01% | -12.5% |
| Q1 2022 | $4,219,000 | -7.2% | 65,897 | +4.5% | 0.01% | -11.1% |
| Q4 2021 | $4,547,000 | +2.6% | 63,032 | +1.9% | 0.01% | 0.0% |
| Q3 2021 | $4,430,000 | +9.6% | 61,884 | +10.6% | 0.01% | 0.0% |
| Q2 2021 | $4,041,000 | +94.5% | 55,930 | +84.5% | 0.01% | +80.0% |
| Q1 2021 | $2,078,000 | -10.3% | 30,318 | -0.0% | 0.01% | -16.7% |
| Q4 2020 | $2,317,000 | -18.6% | 30,326 | -19.5% | 0.01% | -33.3% |
| Q3 2020 | $2,846,000 | -20.4% | 37,695 | -21.0% | 0.01% | -25.0% |
| Q2 2020 | $3,576,000 | +8.4% | 47,713 | +3.0% | 0.01% | -14.3% |
| Q1 2020 | $3,300,000 | – | 46,325 | – | 0.01% | – |
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% |