ISHARES TR's ticker is and the CUSIP is 46436E387. A total of 38 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $894,258 | +12.9% | 38,679 | +14.0% | 0.46% | +3.1% |
| Q1 2024 | $791,903 | +28.1% | 33,929 | +27.9% | 0.44% | +22.6% |
| Q4 2023 | $618,063 | +53.3% | 26,532 | +45.9% | 0.36% | +33.0% |
| Q3 2023 | $403,299 | +13.0% | 18,183 | +14.9% | 0.27% | +11.4% |
| Q2 2023 | $356,899 | +19.6% | 15,820 | +20.7% | 0.24% | +3.4% |
| Q1 2023 | $298,384 | – | 13,110 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Straight Path Wealth Management | 33,929 | $791,903 | 0.44% |
| WRAPMANAGER INC | 33,132 | $773,301 | 0.22% |
| ROMAN BUTLER FULLERTON & CO | 24,744 | $567,143 | 0.21% |
| LBMC INVESTMENT ADVISORS, LLC | 76,718 | $1,790,589 | 0.16% |
| GAMMA Investing LLC | 23,767 | $554,722 | 0.11% |
| NewEdge Advisors, LLC | 553,186 | $12,911,330 | 0.11% |
| Marble Harbor Investment Counsel, LLC | 27,000 | $630,180 | 0.07% |
| Commonwealth Financial Services, LLC | 10,971 | $255,565 | 0.06% |
| IFP Advisors, Inc | 52,823 | $1,232,914 | 0.05% |
| BSW Wealth Partners | 8,621 | $201,214 | 0.03% |