ISHARES TR's ticker is CRBN and the CUSIP is 46434V464. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,761 | +96485.7% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $7 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7 | +16.7% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $6 | -99.9% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $6,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $6,000 | -14.3% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | -12.5% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $8,000 | +14.3% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $7,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | 0.0% | 45 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $7,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | +40.0% | 45 | 0.0% | 0.00% | +33.3% |
| Q2 2020 | $5,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | – | 45 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Investure, LLC | 304,315 | $45,279,000 | 6.57% |
| University of Maryland Foundation, Inc. | 10,000 | $1,488,000 | 2.06% |
| BSW Wealth Partners | 27,883 | $4,149,000 | 1.28% |
| Ground Swell Capital, LLC | 1,504 | $224,000 | 0.86% |
| Stonehearth Capital Management, LLC | 10,124 | $1,506,000 | 0.85% |
| Bond & Devick Financial Network, Inc. | 4,072 | $606,000 | 0.69% |
| TIEDEMANN ADVISORS, LLC | 48,596 | $7,231,000 | 0.35% |
| Concord Wealth Partners | 2,939 | $437,000 | 0.34% |
| Personal Wealth Partners | 3,677 | $547,000 | 0.26% |
| Mandatum Life Insurance Co Ltd | 7,500 | $1,116,000 | 0.23% |