ISHARES TR's ticker is IBTF and the CUSIP is 46436E866. A total of 177 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 | $31,473,535 | +397.6% | 1,363,677 | +398.7% | 0.05% | +327.3% |
| Q2 2023 | $6,324,525 | +55.0% | 273,450 | +57.7% | 0.01% | +37.5% |
| Q1 2023 | $4,080,047 | +30.5% | 173,402 | +29.1% | 0.01% | +33.3% |
| Q4 2022 | $3,126,709 | +56.5% | 134,339 | +56.5% | 0.01% | +20.0% |
| Q3 2022 | $1,998,000 | +1821.2% | 85,824 | +1872.1% | 0.01% | – |
| Q2 2022 | $104,000 | +197.1% | 4,352 | +206.3% | 0.00% | – |
| Q1 2022 | $35,000 | -18.6% | 1,421 | -15.3% | 0.00% | – |
| Q4 2021 | $43,000 | 0.0% | 1,677 | 0.0% | 0.00% | – |
| Q3 2021 | $43,000 | – | 1,677 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Keeler Thomas Management LLC | 260,543 | $6,035,918 | 2.44% |
| FinTrust Capital Advisors, LLC | 410,135 | $9,547,935 | 2.29% |
| MV CAPITAL MANAGEMENT, INC. | 736,717 | $17,040,263 | 2.26% |
| Altus Wealth Group LLC | 138,696 | $3,208,038 | 1.97% |
| Journey Advisory Group, LLC | 538,630 | $12,458,512 | 1.85% |
| Vista Private Wealth Partners. LLC | 192,192 | $4,428,121 | 1.83% |
| Rinkey Investments | 168,443 | $3,896,087 | 1.78% |
| Royal Harbor Partners, LLC | 153,076 | $3,540,648 | 1.74% |
| Freestone Capital Holdings, LLC | 1,835,648 | $42,458,538 | 1.71% |
| CAPTRUST FINANCIAL ADVISORS | 17,571,678 | $406,432,759 | 1.60% |