ISHARES TR's ticker is IBTF and the CUSIP is 46436E866. A total of 115 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $67,344,557 | -1.3% | 2,917,870 | -1.1% | 0.77% | +2.7% |
| Q2 2023 | $68,230,280 | -4.2% | 2,949,860 | -2.5% | 0.75% | -6.7% |
| Q1 2023 | $71,216,274 | -8.1% | 3,026,614 | -9.1% | 0.80% | -9.3% |
| Q4 2022 | $77,479,800 | +0.3% | 3,328,170 | +0.3% | 0.88% | -6.6% |
| Q3 2022 | $77,238,000 | – | 3,318,050 | – | 0.95% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Reliant Wealth Planning | 176,426 | $4,107,197 | 2.49% |
| FinTrust Capital Advisors, LLC | 410,135 | $9,547,934 | 2.31% |
| Rinkey Investments | 130,225 | $3,031,638 | 1.81% |
| Royal Harbor Partners, LLC | 106,365 | $2,476,177 | 1.53% |
| CAPTRUST FINANCIAL ADVISORS | 12,903,526 | $300,394,083 | 1.51% |
| Kerntke Otto McGlone Wealth Management Group | 53,283 | $1,240,000 | 1.43% |
| Capital Investment Advisors, LLC | 1,457,550 | $33,932 | 1.03% |
| Vista Private Wealth Partners. LLC | 90,908 | $2,116,329 | 1.00% |
| SYNOVUS FINANCIAL CORP | 3,328,170 | $77,479,800 | 0.88% |
| Safeguard Financial, LLC | 47,868 | $1,114 | 0.80% |