ISHARES TR's ticker is IBTJ and the CUSIP is 46436E825. A total of 44 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,962,723 | +11.2% | 93,463 | +14.5% | 0.00% | +50.0% |
| Q2 2023 | $1,765,535 | -1.9% | 81,625 | +0.5% | 0.00% | -33.3% |
| Q1 2023 | $1,799,777 | +6.8% | 81,181 | +4.0% | 0.00% | 0.0% |
| Q4 2022 | $1,685,165 | -68.7% | 78,053 | -68.7% | 0.00% | -66.7% |
| Q3 2022 | $5,383,000 | +186.2% | 249,726 | +202.2% | 0.01% | +200.0% |
| Q2 2022 | $1,881,000 | -2.0% | 82,623 | +1.7% | 0.00% | 0.0% |
| Q1 2022 | $1,920,000 | -4.0% | 81,237 | +2.0% | 0.00% | 0.0% |
| Q4 2021 | $2,000,000 | +1.1% | 79,634 | +1.4% | 0.00% | 0.0% |
| Q3 2021 | $1,978,000 | -1.8% | 78,503 | -1.6% | 0.00% | 0.0% |
| Q2 2021 | $2,014,000 | -55.1% | 79,809 | -55.9% | 0.00% | -57.1% |
| Q1 2021 | $4,484,000 | -31.7% | 180,996 | -27.7% | 0.01% | -41.7% |
| Q4 2020 | $6,563,000 | +5.5% | 250,259 | +7.2% | 0.01% | -7.7% |
| Q3 2020 | $6,219,000 | +20.6% | 233,440 | +20.5% | 0.01% | +8.3% |
| Q2 2020 | $5,158,000 | +3.4% | 193,652 | +0.3% | 0.01% | -14.3% |
| Q1 2020 | $4,987,000 | – | 193,116 | – | 0.01% | – |
Download | ||||||
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% |