ISHARES TR's ticker is IBTG and the CUSIP is 46436E858. A total of 157 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,266 | +12.0% | 55,868 | +12.2% | 0.02% | 0.0% |
| Q1 2024 | $1,130 | -0.3% | 49,773 | +0.4% | 0.02% | -6.2% |
| Q4 2023 | $1,133 | +30.1% | 49,553 | +27.8% | 0.02% | +14.3% |
| Q3 2023 | $871 | +33.8% | 38,768 | +34.9% | 0.01% | +40.0% |
| Q2 2023 | $651 | +10.7% | 28,744 | +12.8% | 0.01% | 0.0% |
| Q1 2023 | $588 | -99.9% | 25,472 | +27.4% | 0.01% | +25.0% |
| Q4 2022 | $454,000 | -99.9% | 19,993 | +6.4% | 0.01% | 0.0% |
| Q3 2022 | $426,000,000 | +117905.5% | 18,783 | +22.7% | 0.01% | +14.3% |
| Q2 2022 | $361,000 | +23.6% | 15,313 | +25.9% | 0.01% | +40.0% |
| Q1 2022 | $292,000 | -99.9% | 12,163 | +46.0% | 0.01% | +25.0% |
| Q4 2021 | $210,000,000 | – | 8,333 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Journey Advisory Group, LLC | 524,105 | $12,096,344 | 1.90% |
| Royal Harbor Partners, LLC | 134,073 | $3,094,405 | 1.66% |
| Denver PWM, LLC | 128,224 | $2,962,609 | 1.30% |
| Capital Investment Advisors, LLC | 1,616,082 | $37,299,165 | 1.10% |
| 4J Wealth Management LLC | 22,309 | $514,895 | 0.55% |
| W.H. Cornerstone Investments Inc. | 17,282 | $399 | 0.36% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 919,171 | $21,214,476 | 0.31% |
| Epic Trust Investment Advisors, LLC | 10,304 | $237,819 | 0.29% |
| Conrad Siegel Investment Advisors, Inc. | 13,491 | $311,373 | 0.28% |
| JDM Financial Group LLC | 12,772 | $294,767 | 0.27% |