ISHARES TR's ticker is ILTB and the CUSIP is 464289479. A total of 60 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,623 | -6.6% | 295 | 0.0% | 0.00% | – |
| Q2 2023 | $15,662 | +3.3% | 295 | 0.0% | 0.00% | – |
| Q4 2022 | $15,169 | -36.8% | 295 | -34.7% | 0.00% | – |
| Q3 2022 | $24,000 | +50.0% | 452 | +53.2% | 0.00% | – |
| Q2 2022 | $16,000 | -23.8% | 295 | -8.7% | 0.00% | – |
| Q1 2022 | $21,000 | -4.5% | 323 | +9.5% | 0.00% | – |
| Q4 2021 | $22,000 | 0.0% | 295 | 0.0% | 0.00% | – |
| Q3 2021 | $22,000 | +4.8% | 295 | 0.0% | 0.00% | – |
| Q2 2021 | $21,000 | – | 295 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Safeguard Investment Advisory Group, LLC | 109,656 | $7,923,000 | 5.64% |
| Brio Consultants, LLC | 279,749 | $20,215,000 | 5.16% |
| Verde Capital Management | 88,113 | $6,367,000 | 2.68% |
| Centennial Wealth Advisory LLC | 56,677 | $4,095,000 | 2.56% |
| Stadion Money Management, LLC | 292,747 | $21,154,000 | 1.07% |
| Renasant Bank | 4,834 | $349,000 | 0.26% |
| AE Wealth Management LLC | 323,344 | $23,365,000 | 0.20% |
| WEALTHSOURCE PARTNERS, LLC | 24,954 | $1,803,000 | 0.16% |
| USAdvisors Wealth Management, LLC | 2,887 | $208,000 | 0.11% |
| Sound Income Strategies, LLC | 10,725 | $775,000 | 0.11% |