ISHARES TR's ticker is IMTB and the CUSIP is 46435G417. A total of 41 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,817 | -4.4% | 117 | 0.0% | 0.00% | – |
| Q2 2023 | $5,039 | -1.7% | 117 | 0.0% | 0.00% | – |
| Q1 2023 | $5,125 | +2.4% | 117 | 0.0% | 0.00% | – |
| Q4 2022 | $5,003 | +0.1% | 117 | 0.0% | 0.00% | – |
| Q3 2022 | $5,000 | 0.0% | 117 | 0.0% | 0.00% | – |
| Q2 2022 | $5,000 | -16.7% | 117 | 0.0% | 0.00% | – |
| Q1 2022 | $6,000 | 0.0% | 117 | 0.0% | 0.00% | – |
| Q4 2021 | $6,000 | 0.0% | 117 | 0.0% | 0.00% | – |
| Q3 2021 | $6,000 | 0.0% | 117 | 0.0% | 0.00% | – |
| Q2 2021 | $6,000 | – | 117 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CGN Advisors LLC | 635,555 | $27,837,309 | 4.39% |
| FinTrust Capital Advisors, LLC | 269,874 | $11,539,818 | 2.80% |
| Lee Financial Group Hawaii, Inc. | 28,944 | $1,267,755 | 1.31% |
| Destination Wealth Management | 364,993 | $15,986,679 | 0.61% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 56,140 | $2,458,932 | 0.24% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 18,971 | $830,930 | 0.22% |
| Mariner, LLC | 887,510 | $38,873 | 0.11% |
| Rice Partnership, LLC | 6,120 | $268,056 | 0.08% |
| Cyndeo Wealth Partners, LLC | 9,935 | $435,153 | 0.05% |
| JGP Wealth Management, LLC | 5,756 | $252,113 | 0.04% |