ISHARES TR's ticker is IBTJ and the CUSIP is 46436E825. A total of 12 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,614,879 | +408.3% | 76,899 | +423.5% | 0.00% | – |
| Q2 2023 | $317,723 | +69.2% | 14,689 | +73.4% | 0.00% | – |
| Q1 2023 | $187,758 | +17.3% | 8,469 | +14.2% | 0.00% | – |
| Q4 2022 | $160,090 | +263.8% | 7,415 | +262.8% | 0.00% | – |
| Q3 2022 | $44,000 | -8.3% | 2,044 | -4.0% | 0.00% | – |
| Q2 2022 | $48,000 | -4.0% | 2,129 | 0.0% | 0.00% | – |
| Q1 2022 | $50,000 | -49.0% | 2,129 | -45.2% | 0.00% | – |
| Q4 2021 | $98,000 | +16.7% | 3,888 | +16.0% | 0.00% | – |
| Q3 2021 | $84,000 | +6.3% | 3,352 | +7.1% | 0.00% | – |
| Q2 2021 | $79,000 | +1.3% | 3,130 | -0.3% | 0.00% | – |
| Q1 2021 | $78,000 | +18.2% | 3,140 | +24.0% | 0.00% | – |
| Q4 2020 | $66,000 | – | 2,533 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HENGEHOLD CAPITAL MANAGEMENT LLC | 576,961 | $12,116,191 | 1.58% |
| Altus Wealth Group LLC | 113,810 | $2,390,010 | 1.52% |
| ATWOOD & PALMER INC | 790,240 | $16,595,040 | 1.46% |
| Stockman Wealth Management, Inc. | 85,135 | $1,787,835 | 0.39% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 383,235 | $8,047,943 | 0.12% |
| Krilogy Financial LLC | 26,245 | $551,145 | 0.05% |
| Resonant Capital Advisors, LLC | 17,589 | $369,369 | 0.04% |
| First PREMIER Bank | 3,400 | $72 | 0.02% |
| D.A. DAVIDSON & CO. | 91,669 | $1,925,049 | 0.02% |
| Snowden Capital Advisors LLC | 23,156 | $486,276 | 0.02% |