ISHARES TR's ticker is IBTH and the CUSIP is 46436E841. A total of 18 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $368,544 | -1.4% | 16,867 | 0.0% | 0.04% | -4.9% |
| Q2 2023 | $373,604 | -27.3% | 16,867 | -25.6% | 0.04% | -29.3% |
| Q1 2023 | $513,725 | +5.3% | 22,671 | +3.4% | 0.06% | -4.9% |
| Q4 2022 | $487,975 | +13.5% | 21,936 | +13.1% | 0.06% | -6.2% |
| Q3 2022 | $430,000 | -2.3% | 19,403 | +2.1% | 0.06% | -5.8% |
| Q2 2022 | $440,000 | – | 19,008 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4J Wealth Management LLC | 106,479 | $2,412,825 | 2.59% |
| FinTrust Capital Advisors, LLC | 450,022 | $10,010,927 | 2.43% |
| Royal Harbor Partners, LLC | 137,398 | $3,113,439 | 1.67% |
| Altus Wealth Group LLC | 55,418 | $1,255,772 | 0.85% |
| Denver PWM, LLC | 67,940 | $1,543,267 | 0.68% |
| KCS Wealth Advisory | 67,994 | $1,540,733 | 0.58% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1,437,738 | $32,579,138 | 0.48% |
| Stratos Wealth Partners, LTD. | 408,845 | $9,264,437 | 0.25% |
| Granite Harbor Advisors, Inc. | 11,337 | $256,896 | 0.23% |
| JDM Financial Group LLC | 9,113 | $206,505 | 0.19% |