ISHARES TR's ticker is IBTJ and the CUSIP is 46436E825. A total of 10 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,633,541 | +17.3% | 411,121 | +20.9% | 0.00% | +50.0% |
| Q2 2023 | $7,358,115 | +5.9% | 340,181 | +8.5% | 0.00% | 0.0% |
| Q1 2023 | $6,949,563 | +39.8% | 313,467 | +36.2% | 0.00% | +100.0% |
| Q4 2022 | $4,969,435 | +165547.8% | 230,173 | +185523.4% | 0.00% | – |
| Q3 2022 | $3,000 | 0.0% | 124 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | 0.0% | 124 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | 0.0% | 124 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | +200.0% | 124 | +439.1% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 23 | -23.3% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 30 | -31.8% | 0.00% | – |
| Q2 2020 | $1,000 | – | 44 | – | 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% |