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 | $1,286,340 | +14.2% | 57,247 | +15.1% | 0.00% | 0.0% |
| Q2 2023 | $1,126,317 | -6.2% | 49,727 | -4.4% | 0.00% | 0.0% |
| Q1 2023 | $1,201,129 | -4.7% | 52,042 | -6.2% | 0.00% | 0.0% |
| Q4 2022 | $1,260,387 | +190.4% | 55,487 | +189.5% | 0.00% | +100.0% |
| Q3 2022 | $434,000 | +95.5% | 19,167 | +103.3% | 0.00% | – |
| Q2 2022 | $222,000 | – | 9,427 | – | 0.00% | – |
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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% |
| Denver PWM, 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% |