ISHARES TR's ticker is IBTG and the CUSIP is 46436E858. A total of 36 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,342,078 | -2.0% | 905,299 | -1.2% | 0.32% | +4.3% |
| Q2 2023 | $20,754,023 | -2.2% | 916,292 | -0.3% | 0.30% | -3.2% |
| Q1 2023 | $21,214,476 | +104544.0% | 919,171 | +3.0% | 0.31% | +3.3% |
| Q4 2022 | $20,273 | -99.9% | 892,501 | +29.7% | 0.30% | +16.2% |
| Q3 2022 | $15,602,000 | -1.5% | 688,268 | +2.4% | 0.26% | +5.3% |
| Q2 2022 | $15,836,000 | -0.1% | 671,884 | +1.8% | 0.25% | +11.3% |
| Q1 2022 | $15,849,000 | +72.8% | 659,828 | +81.6% | 0.22% | +82.0% |
| Q4 2021 | $9,171,000 | +0.2% | 363,340 | +1.5% | 0.12% | -4.7% |
| Q3 2021 | $9,149,000 | +0.5% | 358,003 | +0.8% | 0.13% | +5.8% |
| Q2 2021 | $9,103,000 | -1.7% | 355,300 | -2.3% | 0.12% | -6.9% |
| Q1 2021 | $9,261,000 | -3.3% | 363,585 | -0.6% | 0.13% | -9.1% |
| Q4 2020 | $9,580,000 | +1.1% | 365,643 | +1.6% | 0.14% | -7.1% |
| Q3 2020 | $9,474,000 | +3.4% | 359,815 | +3.2% | 0.15% | +0.7% |
| Q2 2020 | $9,160,000 | +2.7% | 348,495 | +2.4% | 0.15% | -9.5% |
| Q1 2020 | $8,917,000 | – | 340,475 | – | 0.17% | – |
Download | ||||||
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% |
| Vista Private Wealth Partners. 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% |