ISHARES TR's ticker is TECB and the CUSIP is 46436E502. A total of 50 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $171,029 | +32.2% | 4,679 | +36.9% | 0.00% | – |
| Q2 2023 | $129,349 | +33.2% | 3,418 | +16.9% | 0.00% | – |
| Q1 2023 | $97,123 | +9.2% | 2,924 | -9.5% | 0.00% | – |
| Q4 2022 | $88,962 | +2.3% | 3,232 | -2.9% | 0.00% | – |
| Q3 2022 | $87,000 | -9.4% | 3,327 | -2.9% | 0.00% | – |
| Q2 2022 | $96,000 | -57.0% | 3,427 | -16.0% | 0.00% | – |
| Q1 2022 | $223,000 | +42.9% | 4,078 | +9.7% | 0.00% | – |
| Q4 2021 | $156,000 | +52.9% | 3,717 | +49.5% | 0.00% | – |
| Q3 2021 | $102,000 | -15.7% | 2,487 | -18.2% | 0.00% | – |
| Q2 2021 | $121,000 | +36.0% | 3,040 | +21.2% | 0.00% | – |
| Q1 2021 | $89,000 | +74.5% | 2,509 | +73.5% | 0.00% | – |
| Q4 2020 | $51,000 | +410.0% | 1,446 | +378.8% | 0.00% | – |
| Q3 2020 | $10,000 | – | 302 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 317,668 | $11,163,000 | 4.53% |
| Financial Engines Advisors L.L.C. | 8,989,329 | $315,885,000 | 1.08% |
| SHEETS SMITH WEALTH MANAGEMENT | 101,326 | $3,561,000 | 0.54% |
| Castle Rock Wealth Management, LLC | 22,310 | $809,000 | 0.34% |
| Stratos Wealth Advisors, LLC | 13,451 | $473,000 | 0.06% |
| Abbrea Capital, LLC | 6,250 | $220,000 | 0.04% |
| Dynamic Advisor Solutions LLC | 6,280 | $221,000 | 0.02% |
| Tower Research Capital LLC (TRC) | 12,533 | $440,000 | 0.01% |
| Pinnacle Bancorp, Inc. | 599 | $21,000 | 0.01% |
| Kestra Advisory Services, LLC | 7,748 | $272,000 | 0.00% |