ISHARES TR's ticker is IBTH and the CUSIP is 46436E841. A total of 76 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $180,044 | -1.4% | 8,240 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $182,516 | -2.3% | 8,240 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $186,718 | +1.9% | 8,240 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $183,302 | +0.2% | 8,240 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $183,000 | -4.2% | 8,240 | 0.0% | 0.00% | -25.0% |
| Q2 2022 | $191,000 | – | 8,240 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4J Wealth Management LLC | 119,701 | $2,651,381 | 2.57% |
| FinTrust Capital Advisors, LLC | 450,022 | $10,010,927 | 2.40% |
| Royal Harbor Partners, LLC | 158,674 | $3,514,629 | 1.72% |
| KCS Wealth Advisory | 110,707 | $2,452,171 | 0.85% |
| Altus Wealth Group LLC | 57,954 | $1,283,681 | 0.79% |
| Denver PWM, LLC | 75,601 | $1,662,933 | 0.69% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1,436,264 | $31,813,243 | 0.46% |
| Stockman Wealth Management, Inc. | 71,219 | $1,577,501 | 0.34% |
| Granite Harbor Advisors, Inc. | 14,363 | $318,140 | 0.25% |
| Stratos Wealth Partners, LTD. | 437,624 | $9,693,389 | 0.22% |