ISHARES TR's ticker is IBTG and the CUSIP is 46436E858. A total of 10 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,769 | -99.4% | 78,107 | +499.0% | 0.08% | +381.2% |
| Q3 2022 | $296,000 | -76.5% | 13,039 | -75.1% | 0.02% | -62.8% |
| Q1 2022 | $1,259,000 | +51.0% | 52,404 | +58.5% | 0.04% | +95.5% |
| Q4 2021 | $834,000 | +111.1% | 33,068 | +114.6% | 0.02% | +10.0% |
| Q2 2021 | $395,000 | -49.9% | 15,407 | -50.2% | 0.02% | -53.5% |
| Q1 2021 | $789,000 | +69.0% | 30,964 | +73.8% | 0.04% | +34.4% |
| Q4 2020 | $467,000 | – | 17,817 | – | 0.03% | – |
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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% |