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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,697,139 | -5.9% | 74,913 | -5.7% | 0.00% | 0.0% |
| Q1 2024 | $1,804,469 | +9.5% | 79,457 | +10.2% | 0.00% | -33.3% |
| Q4 2023 | $1,648,559 | +28.2% | 72,131 | +26.0% | 0.00% | +50.0% |
| 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 | 524,105 | $12,096,344 | 1.90% |
| Royal Harbor Partners, LLC | 134,073 | $3,094,405 | 1.66% |
| Denver PWM, 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% |