ISHARES TR's ticker is IBTG and the CUSIP is 46436E858. A total of 86 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,105,000 | -15.2% | 93,896 | -14.5% | 0.00% | -20.0% |
| Q2 2023 | $2,481,000 | -7.0% | 109,757 | -5.1% | 0.01% | -16.7% |
| Q1 2023 | $2,667,000 | +6.9% | 115,632 | +5.2% | 0.01% | 0.0% |
| Q4 2022 | $2,495,000 | +2.0% | 109,880 | +1.8% | 0.01% | -14.3% |
| Q3 2022 | $2,445,000 | +74.9% | 107,960 | +82.0% | 0.01% | +75.0% |
| Q2 2022 | $1,398,000 | – | 59,309 | – | 0.00% | – |
Download | ||||||
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% |