ISHARES TR's ticker is ILTB and the CUSIP is 464289479. A total of 75 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $730,196 | -10.7% | 15,460 | -0.5% | 0.10% | -9.1% |
| Q2 2023 | $817,498 | -6.6% | 15,542 | -4.6% | 0.11% | -13.4% |
| Q1 2023 | $875,619 | +66.8% | 16,297 | +58.1% | 0.13% | +135.2% |
| Q4 2022 | $524,880 | +64.5% | 10,307 | +62.0% | 0.05% | -21.7% |
| Q3 2022 | $319,000 | -9.9% | 6,364 | -0.2% | 0.07% | +115.6% |
| Q2 2022 | $354,000 | -7.8% | 6,374 | +6.4% | 0.03% | -53.6% |
| Q1 2022 | $384,000 | -11.1% | 5,991 | +0.0% | 0.07% | -8.0% |
| Q4 2021 | $432,000 | +0.7% | 5,990 | +0.0% | 0.08% | -1.3% |
| Q3 2021 | $429,000 | +0.7% | 5,989 | +1.5% | 0.08% | -3.8% |
| Q2 2021 | $426,000 | -50.3% | 5,898 | -50.1% | 0.08% | 0.0% |
| Q1 2021 | $857,000 | +89.6% | 11,820 | +99.8% | 0.08% | -3.7% |
| Q4 2020 | $452,000 | +1.1% | 5,917 | +0.0% | 0.08% | -26.1% |
| Q3 2020 | $447,000 | +0.2% | 5,915 | -0.6% | 0.11% | +3.7% |
| Q2 2020 | $446,000 | +7.0% | 5,953 | +1.8% | 0.11% | -15.7% |
| Q1 2020 | $417,000 | – | 5,850 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hilltop Partners LLC | 229,372 | $10,837,806 | 4.56% |
| Peak Financial Management, Inc. | 173,938 | $8,218,580 | 2.99% |
| Verde Capital Management | 132,387 | $6,255,291 | 2.43% |
| Independent Wealth Network Inc. | 67,184 | $3,174,421 | 1.95% |
| Safeguard Investment Advisory Group, LLC | 88,721 | $4,192,343 | 1.82% |
| Rooted Wealth Advisors, Inc. | 53,714 | $2,586 | 1.59% |
| Centennial Wealth Advisory LLC | 47,394 | $2,239,381 | 1.20% |
| Optas, LLC | 59,748 | $2,823,188 | 0.94% |
| Kingdom Financial Group LLC. | 15,426 | $728,858 | 0.69% |
| Beacon Bridge Wealth Partners, LLC | 25,557 | $1,207,568 | 0.64% |