ISHARES TR's ticker is IMTB and the CUSIP is 46435G417. A total of 44 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,267,755 | -1.5% | 28,944 | -3.9% | 1.31% | +3.2% |
| Q4 2022 | $1,287,351 | +3.5% | 30,106 | +2.3% | 1.27% | +26.5% |
| Q3 2022 | $1,244,000 | +2.1% | 29,432 | +8.1% | 1.00% | -15.7% |
| Q2 2022 | $1,218,000 | +10.9% | 27,226 | +17.4% | 1.19% | +58.8% |
| Q1 2022 | $1,098,000 | +6.5% | 23,181 | +13.3% | 0.75% | -0.1% |
| Q4 2021 | $1,031,000 | -4.7% | 20,454 | -3.3% | 0.75% | -5.9% |
| Q3 2021 | $1,082,000 | +15.6% | 21,143 | +16.1% | 0.80% | +17.9% |
| Q2 2021 | $936,000 | – | 18,204 | – | 0.68% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Demars Financial Group, LLC | 320,063 | $16,763,000 | 12.78% |
| Cardinal Strategic Wealth Guidance | 221,599 | $11,606,000 | 8.21% |
| Destination Wealth Management | 322,297 | $16,880,000 | 0.86% |
| D.A. DAVIDSON & CO. | 202,591 | $10,611,000 | 0.18% |
| WealthShield Partners, LLC | 6,578 | $345,000 | 0.12% |
| DAVIDSON INVESTMENT ADVISORS | 13,536 | $709,000 | 0.08% |
| RFG Advisory, LLC | 7,926 | $415,000 | 0.06% |
| Integrated Wealth Concepts LLC | 10,203 | $534,000 | 0.03% |
| Kopp Family Office, LLC | 764 | $40,000 | 0.02% |
| Stratos Wealth Partners, LTD. | 11,670 | $611,000 | 0.02% |