Kopp Family Office, LLC - ISHARES TR ownership

ISHARES TR's ticker is IMTB and the CUSIP is 46435G417. A total of 41 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Kopp Family Office, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$34
-5.6%
8340.0%0.02%
+15.8%
Q2 2023$36
-2.7%
8340.0%0.02%
-5.0%
Q1 2023$37
+2.8%
8340.0%0.02%
-9.1%
Q4 2022$36
-99.9%
8340.0%0.02%
-21.4%
Q3 2022$35,000
-5.4%
8340.0%0.03%
+7.7%
Q2 2022$37,000
-5.1%
8340.0%0.03%
+23.8%
Q1 2022$39,000
-7.1%
8340.0%0.02%
+16.7%
Q4 2021$42,000
+7.7%
834
+9.2%
0.02%
+20.0%
Q3 2021$39,0000.0%7640.0%0.02%
-6.2%
Q2 2021$39,0000.0%7640.0%0.02%
-5.9%
Q1 2021$39,000
-2.5%
7640.0%0.02%
+6.2%
Q4 2020$40,0000.0%7640.0%0.02%
-27.3%
Q3 2020$40,0007640.02%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Cardinal Strategic Wealth Guidance 225,362$11,803,0007.01%
Demars Financial Group, LLC 115,601$6,055,0004.28%
Destination Wealth Management 330,152$17,292,0000.75%
Birchcreek Wealth Management, LLC 3,066$160,0000.16%
D.A. DAVIDSON & CO. 156,314$8,187,0000.12%
Columbus Macro, LLC 7,077$371,0000.11%
J.W. COLE ADVISORS, INC. 13,359$700,0000.07%
RFG Advisory, LLC 8,963$467,0000.06%
WealthShield Partners, LLC 5,730$300,0000.06%
DAVIDSON INVESTMENT ADVISORS 9,731$510,0000.05%
View complete list of ISHARES TR shareholders