ISHARES TR's ticker is IGEB and the CUSIP is 46435G219. A total of 41 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $874,113 | -9.1% | 20,611 | -5.3% | 0.03% | -5.7% |
| Q2 2023 | $961,707 | -3.1% | 21,763 | -1.9% | 0.04% | +6.1% |
| Q1 2023 | $992,294 | +10.1% | 22,194 | +6.6% | 0.03% | +3.1% |
| Q4 2022 | $901,324 | -2.3% | 20,811 | -4.6% | 0.03% | -8.6% |
| Q3 2022 | $923,000 | -3.6% | 21,816 | +1.7% | 0.04% | +6.1% |
| Q2 2022 | $957,000 | +1.2% | 21,447 | +10.0% | 0.03% | +17.9% |
| Q1 2022 | $946,000 | – | 19,496 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WALLER FINANCIAL PLANNING GROUP, INC | 466,565 | $19,787,003 | 5.76% |
| Paragon Wealth Strategies, LLC | 261,450 | $11,088,082 | 3.31% |
| Ameliora Wealth Management Ltd. | 93,145 | $3,950,279 | 2.34% |
| Hennion & Walsh Asset Management, Inc. | 795,215 | $33,725,069 | 2.15% |
| Altus Wealth Management, LLC | 32,248 | $1,367,638 | 0.95% |
| AdvisorNet Financial, Inc | 190,430 | $8,076,151 | 0.73% |
| CPA Asset Management LLC | 13,533 | $573,935 | 0.40% |
| CWM, LLC | 1,296,767 | $54,996 | 0.34% |
| Buffington Mohr McNeal | 32,475 | $1,377,265 | 0.31% |
| 1620 INVESTMENT ADVISORS, INC. | 5,924 | $251,245 | 0.28% |