ISHARES TR's ticker is IBTG and the CUSIP is 46436E858. A total of 105 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 | $1,209,717 | +25.1% | 53,837 | +26.1% | 0.00% | – |
| Q2 2023 | $967,087 | +2.2% | 42,697 | +4.1% | 0.00% | – |
| Q1 2023 | $946,349 | +60.4% | 41,003 | +57.9% | 0.00% | – |
| Q4 2022 | $589,840 | -13.0% | 25,967 | -9.7% | 0.00% | – |
| Q2 2022 | $678,000 | -0.1% | 28,771 | +1.7% | 0.00% | – |
| Q1 2022 | $679,000 | -58.6% | 28,280 | -56.5% | 0.00% | – |
| Q4 2021 | $1,641,000 | -17.1% | 65,033 | -16.1% | 0.00% | – |
| Q3 2021 | $1,980,000 | -5.2% | 77,497 | -4.9% | 0.00% | – |
| Q2 2021 | $2,088,000 | +308.6% | 81,501 | +306.0% | 0.00% | – |
| Q1 2021 | $511,000 | +124.1% | 20,072 | +131.0% | 0.00% | – |
| Q4 2020 | $228,000 | -37.4% | 8,689 | -37.1% | 0.00% | – |
| Q3 2020 | $364,000 | -63.0% | 13,816 | -63.1% | 0.00% | – |
| Q2 2020 | $985,000 | -69.0% | 37,476 | -69.1% | 0.00% | -100.0% |
| Q1 2020 | $3,176,000 | – | 121,301 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Journey Advisory Group, LLC | 534,296 | $12,005,632 | 1.79% |
| MV CAPITAL MANAGEMENT, INC. | 490,322 | $11,017,545 | 1.47% |
| Vista Private Wealth Partners. LLC | 154,326 | $3,450,634 | 1.44% |
| Capital Investment Advisors, LLC | 1,916,225 | $43,057,585 | 1.19% |
| Scissortail Wealth Management, LLC | 45,547 | $1,020,469 | 0.80% |
| Old Port Advisors | 95,930 | $2,155,547 | 0.78% |
| 4J Wealth Management LLC | 29,799 | $669,588 | 0.67% |
| MKT Advisors LLC | 37,790 | $844,607 | 0.64% |
| Horizons Wealth Management | 28,136 | $632,216 | 0.46% |
| W.H. Cornerstone Investments Inc. | 16,262 | $365 | 0.32% |