ISHARES TR's ticker is ILTB and the CUSIP is 464289479. A total of 81 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 | $3,174,421 | -0.1% | 67,184 | +11.2% | 1.95% | +2.3% |
| Q2 2023 | $3,177,262 | -6.3% | 60,406 | -4.3% | 1.91% | -12.0% |
| Q1 2023 | $3,392,589 | +10.5% | 63,141 | +4.7% | 2.17% | +3.3% |
| Q4 2022 | $3,069,667 | +7.0% | 60,280 | +5.4% | 2.10% | -6.3% |
| Q3 2022 | $2,870,000 | -3.5% | 57,196 | +6.9% | 2.24% | +4.7% |
| Q2 2022 | $2,974,000 | -17.5% | 53,498 | -5.0% | 2.14% | -6.4% |
| Q1 2022 | $3,604,000 | -5.6% | 56,294 | +6.4% | 2.29% | -2.6% |
| Q4 2021 | $3,818,000 | +3.8% | 52,920 | +3.6% | 2.35% | -2.2% |
| Q3 2021 | $3,677,000 | – | 51,093 | – | 2.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Safeguard Investment Advisory Group, LLC | 109,656 | $7,923,000 | 5.64% |
| Brio Consultants, LLC | 279,749 | $20,215,000 | 5.16% |
| Verde Capital Management | 88,113 | $6,367,000 | 2.68% |
| Centennial Wealth Advisory LLC | 56,677 | $4,095,000 | 2.56% |
| Stadion Money Management, LLC | 292,747 | $21,154,000 | 1.07% |
| Renasant Bank | 4,834 | $349,000 | 0.26% |
| AE Wealth Management LLC | 323,344 | $23,365,000 | 0.20% |
| WEALTHSOURCE PARTNERS, LLC | 24,954 | $1,803,000 | 0.16% |
| USAdvisors Wealth Management, LLC | 2,887 | $208,000 | 0.11% |
| Sound Income Strategies, LLC | 10,725 | $775,000 | 0.11% |