ISHARES TR's ticker is ILTB and the CUSIP is 464289479. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $654,190 | -10.2% | 13,845 | -3.2% | 0.18% | -14.8% |
| Q4 2022 | $728,587 | +0.5% | 14,308 | -0.9% | 0.22% | -8.5% |
| Q3 2022 | $725,000 | -11.0% | 14,444 | -1.4% | 0.24% | -16.9% |
| Q2 2022 | $815,000 | +10.3% | 14,656 | +26.9% | 0.28% | +2.5% |
| Q1 2022 | $739,000 | +6.0% | 11,546 | +19.4% | 0.28% | +8.6% |
| Q4 2021 | $697,000 | +86.9% | 9,667 | +85.7% | 0.26% | +54.5% |
| Q3 2021 | $373,000 | – | 5,207 | – | 0.16% | – |
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% |