ISHARES TR's ticker is ILTB and the CUSIP is 464289479. A total of 71 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,322,083 | -0.9% | 66,829 | +1.9% | 1.55% | -1.6% |
| Q1 2024 | $3,352,952 | -0.8% | 65,603 | +2.1% | 1.57% | -11.6% |
| Q4 2023 | $3,379,700 | +6.5% | 64,277 | -4.3% | 1.78% | -8.9% |
| 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 ↓ |
|---|---|---|---|
| STABLEFORD CAPITAL II LLC | 167,638 | $8,567,978 | 3.44% |
| Peak Financial Management, Inc. | 162,533 | $8,307,048 | 2.63% |
| Verde Capital Management | 139,387 | $7,124,060 | 2.44% |
| Independent Wealth Network Inc. | 65,603 | $3,352,952 | 1.57% |
| Rooted Wealth Advisors, Inc. | 59,307 | $2,965 | 1.46% |
| Centennial Wealth Advisory LLC | 46,175 | $2,360,011 | 1.09% |
| Safeguard Investment Advisory Group, LLC | 40,712 | $2,080,794 | 0.71% |
| Focus Financial Network, Inc. | 230,864 | $11,183,109 | 0.54% |
| Cresta Advisors, Ltd. | 16,570 | $846,893 | 0.54% |
| Renasant Bank | 14,477 | $739,919 | 0.53% |