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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,472 | -3.4% | 60 | +1.7% | 0.00% | +100.0% |
| Q2 2023 | $2,559 | -0.7% | 59 | 0.0% | 0.00% | -50.0% |
| Q1 2023 | $2,576 | +3.1% | 59 | +1.7% | 0.00% | 0.0% |
| Q4 2022 | $2,498 | +24.9% | 58 | 0.0% | 0.00% | +100.0% |
| Q3 2022 | $2,000 | -33.3% | 58 | +1.8% | 0.00% | -50.0% |
| Q2 2022 | $3,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $3,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | 0.0% | 57 | +1.8% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | 0.0% | 56 | +1.8% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | – | 55 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FinTrust Capital Advisors, LLC | 527,036 | $21,700,715 | 4.82% |
| CGN Advisors LLC | 713,197 | $29,365,891 | 3.95% |
| Destination Wealth Management | 396,749 | $16,336,153 | 0.64% |
| PFG Advisors | 145,489 | $5,990,521 | 0.54% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 54,531 | $2,245,314 | 0.21% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 11,852 | $488,006 | 0.12% |
| Mariner, LLC | 1,011,284 | $41,639,603 | 0.11% |
| Rice Partnership, LLC | 6,862 | $282,543 | 0.08% |
| JGP Wealth Management, LLC | 5,756 | $237,003 | 0.04% |
| Cyndeo Wealth Partners, LLC | 5,252 | $216,251 | 0.02% |