ISHARES TR's ticker is IBTH and the CUSIP is 46436E841. A total of 164 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $210,193 | +267.0% | 9,466 | +270.1% | 0.17% | +336.8% |
| Q1 2024 | $57,273 | 0.0% | 2,558 | 0.0% | 0.04% | 0.0% |
| Q4 2023 | $57,273 | +27.6% | 2,558 | +24.5% | 0.04% | +15.2% |
| Q3 2023 | $44,880 | +89.5% | 2,054 | +92.1% | 0.03% | +94.1% |
| Q2 2023 | $23,678 | -2.3% | 1,069 | 0.0% | 0.02% | -5.6% |
| Q1 2023 | $24,224 | – | 1,069 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Denver PWM, LLC | 547,048 | $12,076,092 | 4.82% |
| MKT Advisors LLC | 337,594 | $7,457,451 | 3.71% |
| GLOBALT Investments LLC / GA | 3,183,423 | $70,274,063 | 2.81% |
| TMD Wealth Management, LLC | 539,148 | $11,901,684 | 2.61% |
| SHELTON WEALTH MANAGEMENT, LLC | 187,360 | $4,135,972 | 2.34% |
| 1858 WEALTH MANAGEMENT, LLC | 124,249 | $2,742,797 | 2.28% |
| FinTrust Capital Advisors, LLC | 496,196 | $10,953,526 | 1.99% |
| Journey Advisory Group, LLC | 671,357 | $14,820,203 | 1.77% |
| CHATHAM CAPITAL GROUP, INC. | 457,268 | $10,094,225 | 1.76% |
| Old Port Advisors | 232,555 | $5,133,653 | 1.53% |