ISHARES TR's ticker is IBTF and the CUSIP is 46436E866. A total of 144 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $252 | -22.9% | 10,839 | -22.8% | 0.18% | -29.7% |
| Q4 2023 | $327 | -6.0% | 14,048 | -6.8% | 0.26% | -15.4% |
| Q3 2023 | $348 | -4.1% | 15,075 | -4.1% | 0.31% | -5.8% |
| Q2 2023 | $363 | -8.8% | 15,713 | -7.0% | 0.32% | -10.0% |
| Q1 2023 | $398 | -99.9% | 16,898 | -1.5% | 0.36% | -5.7% |
| Q4 2022 | $402,686 | -0.6% | 17,157 | -1.6% | 0.38% | -10.3% |
| Q3 2022 | $405,000 | – | 17,434 | – | 0.43% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Keeler Thomas Management LLC | 260,543 | $6,035,918 | 2.44% |
| FinTrust Capital Advisors, LLC | 410,135 | $9,547,935 | 2.29% |
| MV CAPITAL MANAGEMENT, INC. | 736,717 | $17,040,263 | 2.26% |
| Altus Wealth Group LLC | 138,696 | $3,208,038 | 1.97% |
| Journey Advisory Group, LLC | 538,630 | $12,458,512 | 1.85% |
| Denver PWM, LLC | 192,192 | $4,428,121 | 1.83% |
| Rinkey Investments | 168,443 | $3,896,087 | 1.78% |
| Royal Harbor Partners, LLC | 153,076 | $3,540,648 | 1.74% |
| Freestone Capital Holdings, LLC | 1,835,648 | $42,458,538 | 1.71% |
| CAPTRUST FINANCIAL ADVISORS | 17,571,678 | $406,432,759 | 1.60% |