ISHARES TR's ticker is IMTB and the CUSIP is 46435G417. A total of 44 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $810,883 | -5.5% | 19,674 | -1.2% | 0.00% | -50.0% |
| Q2 2023 | $858,111 | -0.2% | 19,917 | +1.6% | 0.00% | 0.0% |
| Q1 2023 | $859,834 | +165.4% | 19,609 | +160.1% | 0.00% | +100.0% |
| Q4 2022 | $324,000 | -12.9% | 7,538 | -14.3% | 0.00% | 0.0% |
| Q3 2022 | $372,000 | +11.7% | 8,795 | +18.5% | 0.00% | 0.0% |
| Q2 2022 | $333,000 | -49.5% | 7,424 | -46.7% | 0.00% | 0.0% |
| Q1 2022 | $660,000 | -54.0% | 13,924 | -51.1% | 0.00% | -66.7% |
| Q4 2021 | $1,435,000 | -1.4% | 28,493 | +0.2% | 0.00% | 0.0% |
| Q3 2021 | $1,455,000 | +2.5% | 28,434 | +3.1% | 0.00% | 0.0% |
| Q2 2021 | $1,420,000 | +8.7% | 27,591 | +7.6% | 0.00% | 0.0% |
| Q1 2021 | $1,306,000 | -9.4% | 25,633 | -6.8% | 0.00% | -25.0% |
| Q4 2020 | $1,441,000 | +19.6% | 27,496 | +19.5% | 0.00% | 0.0% |
| Q3 2020 | $1,205,000 | +13.4% | 23,014 | +13.1% | 0.00% | 0.0% |
| Q2 2020 | $1,063,000 | -21.4% | 20,355 | -22.9% | 0.00% | -33.3% |
| Q1 2020 | $1,352,000 | – | 26,385 | – | 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% |