ISHARES TR's ticker is IBTG and the CUSIP is 46436E858. A total of 11 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $533,000 | +27.8% | 23,513 | +32.9% | 0.16% | +30.1% |
| Q2 2022 | $417,000 | +223.3% | 17,692 | +228.8% | 0.12% | +232.4% |
| Q1 2022 | $129,000 | -16.8% | 5,380 | -11.8% | 0.04% | -68.6% |
| Q1 2021 | $155,000 | -13.4% | 6,098 | -10.7% | 0.12% | -15.1% |
| Q4 2020 | $179,000 | +14.0% | 6,830 | +14.2% | 0.14% | +6.9% |
| Q3 2020 | $157,000 | +29.8% | 5,979 | +30.4% | 0.13% | +28.7% |
| Q2 2020 | $121,000 | – | 4,586 | – | 0.10% | – |
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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% |
| 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% |