ISHARES TR's ticker is IMTB and the CUSIP is 46435G417. A total of 40 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $4,250,000 | -14.3% | 89,746 | -8.8% | 2.14% | -18.6% |
| Q4 2021 | $4,960,000 | -8.7% | 98,441 | -7.3% | 2.62% | -18.0% |
| Q3 2021 | $5,435,000 | -4.8% | 106,227 | -4.3% | 3.20% | -6.8% |
| Q2 2021 | $5,707,000 | -1.9% | 110,982 | -2.7% | 3.43% | -12.2% |
| Q1 2021 | $5,815,000 | -4.0% | 114,045 | -1.3% | 3.91% | -8.7% |
| Q4 2020 | $6,055,000 | -63.9% | 115,601 | -63.9% | 4.28% | -66.5% |
| Q3 2020 | $16,763,000 | +1.4% | 320,063 | +1.2% | 12.78% | -6.9% |
| Q2 2020 | $16,529,000 | +42.1% | 316,410 | +39.4% | 13.72% | +12.9% |
| Q1 2020 | $11,630,000 | +0.4% | 226,923 | -0.9% | 12.15% | +16.1% |
| Q4 2019 | $11,588,000 | – | 228,913 | – | 10.47% | – |
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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% |