ISHARES TR's ticker is ILTB and the CUSIP is 464289479. A total of 75 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $422,000 | -10.2% | 6,157 | -3.3% | 0.01% | -15.4% |
| Q4 2020 | $470,000 | -3.1% | 6,364 | -0.9% | 0.01% | -18.8% |
| Q3 2020 | $485,000 | -11.5% | 6,424 | -12.1% | 0.02% | -20.0% |
| Q2 2020 | $548,000 | +8.5% | 7,305 | +3.1% | 0.02% | -9.1% |
| Q1 2020 | $505,000 | -8.3% | 7,084 | -12.5% | 0.02% | +4.8% |
| Q4 2019 | $551,000 | +14.6% | 8,095 | +16.8% | 0.02% | 0.0% |
| Q3 2019 | $481,000 | +17.3% | 6,928 | +11.2% | 0.02% | +10.5% |
| Q2 2019 | $410,000 | +13.9% | 6,230 | +8.4% | 0.02% | +5.6% |
| Q1 2019 | $360,000 | +25.0% | 5,749 | +18.9% | 0.02% | 0.0% |
| Q4 2018 | $288,000 | +7.5% | 4,836 | +7.9% | 0.02% | -5.3% |
| Q3 2018 | $268,000 | – | 4,481 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Safeguard Investment Advisory Group, LLC | 109,656 | $7,923,000 | 5.64% |
| Brio Consultants, LLC | 279,749 | $20,215,000 | 5.16% |
| Verde Capital Management | 88,113 | $6,367,000 | 2.68% |
| Centennial Wealth Advisory LLC | 56,677 | $4,095,000 | 2.56% |
| Stadion Money Management, LLC | 292,747 | $21,154,000 | 1.07% |
| Renasant Bank | 4,834 | $349,000 | 0.26% |
| AE Wealth Management LLC | 323,344 | $23,365,000 | 0.20% |
| WEALTHSOURCE PARTNERS, LLC | 24,954 | $1,803,000 | 0.16% |
| USAdvisors Wealth Management, LLC | 2,887 | $208,000 | 0.11% |
| Sound Income Strategies, LLC | 10,725 | $775,000 | 0.11% |