GLOBALT Investments LLC / GA - ISHARES TR ownership

ISHARES TR's ticker is IBTF and the CUSIP is 46436E866. A total of 221 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
GLOBALT Investments LLC / GA ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$61,524,531
+0.4%
2,649,635
+0.4%
2.46%
+0.7%
Q1 2024$61,283,604
-3.2%
2,638,123
-3.0%
2.44%
-7.3%
Q4 2023$63,320,3032,719,9442.63%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Denver PWM, LLC 567,571$13,178,9915.26%
Atlantic Private Wealth, LLC 240,018$5,573,2284.54%
MKT Advisors LLC 352,799$8,174,3534.07%
Kerntke Otto McGlone Wealth Management Group 183,919$4,270,6003.99%
Hills Bank & Trust Co 2,067,890$48,016,4063.89%
MOSELEY INVESTMENT MANAGEMENT INC 352,980$8,196,1953.80%
Keeler Thomas Management LLC 321,043$7,461,1152.54%
Scissortail Wealth Management, LLC 416,397$9,668,7222.46%
GLOBALT Investments LLC / GA 2,649,635$61,524,5312.46%
Lunt Capital Management, Inc. 208,125$4,832,6622.38%
View complete list of ISHARES TR shareholders