ISHARES TR's ticker is IBTF and the CUSIP is 46436E866. A total of 177 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,621,328 | +6.0% | 70,248 | +6.2% | 1.67% | +11.6% |
| Q2 2023 | $1,530,000 | +7.6% | 66,131 | +9.5% | 1.50% | +2.4% |
| Q1 2023 | $1,422,000 | +14.7% | 60,414 | +13.4% | 1.46% | +2.6% |
| Q4 2022 | $1,240,000 | +25.5% | 53,283 | +25.5% | 1.43% | -4.2% |
| Q3 2022 | $988,000 | – | 42,446 | – | 1.49% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Keeler Thomas Management LLC | 260,543 | $6,035,918 | 2.44% |
| FinTrust Capital Advisors, LLC | 410,135 | $9,547,935 | 2.29% |
| MV CAPITAL MANAGEMENT, INC. | 736,717 | $17,040,263 | 2.26% |
| Altus Wealth Group LLC | 138,696 | $3,208,038 | 1.97% |
| Journey Advisory Group, LLC | 538,630 | $12,458,512 | 1.85% |
| Vista Private Wealth Partners. LLC | 192,192 | $4,428,121 | 1.83% |
| Rinkey Investments | 168,443 | $3,896,087 | 1.78% |
| Royal Harbor Partners, LLC | 153,076 | $3,540,648 | 1.74% |
| Freestone Capital Holdings, LLC | 1,835,648 | $42,458,538 | 1.71% |
| CAPTRUST FINANCIAL ADVISORS | 17,571,678 | $406,432,759 | 1.60% |