ISHARES TR's ticker is IBTG and the CUSIP is 46436E858. A total of 70 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,473,438 | -14.6% | 65,039 | -14.3% | 0.03% | -17.5% |
| Q1 2024 | $1,724,453 | -1.0% | 75,934 | -0.3% | 0.04% | -4.8% |
| Q4 2023 | $1,741,072 | +1470.7% | 76,179 | +1444.3% | 0.04% | +1300.0% |
| Q3 2023 | $110,845 | +21.3% | 4,933 | +22.3% | 0.00% | +50.0% |
| Q2 2023 | $91,347 | -5.1% | 4,033 | -3.3% | 0.00% | -33.3% |
| Q1 2023 | $96,290 | +92.7% | 4,172 | +89.6% | 0.00% | +50.0% |
| Q4 2022 | $49,973 | +31.5% | 2,200 | +32.5% | 0.00% | +100.0% |
| Q3 2022 | $38,000 | -22.4% | 1,660 | -19.7% | 0.00% | 0.0% |
| Q2 2022 | $49,000 | – | 2,067 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONUMENTAL FINANCIAL GROUP INC. | 634,479 | $14,373,995 | 6.27% |
| Denver PWM, LLC | 555,420 | $12,582,919 | 5.02% |
| MKT Advisors LLC | 359,768 | $8,146,947 | 4.05% |
| SHELTON WEALTH MANAGEMENT, LLC | 182,784 | $4,140,935 | 2.35% |
| Trust Co | 525,682 | $11,909,159 | 1.54% |
| MV CAPITAL MANAGEMENT, INC. | 561,562 | $12,722,066 | 1.43% |
| HM PAYSON & CO | 3,314,728 | $75,094,501 | 1.36% |
| Keeler Thomas Management LLC | 174,277 | $3,952,855 | 1.35% |
| Atlantic Private Wealth, LLC | 64,371 | $1,458,305 | 1.19% |
| Capital Investment Advisors, LLC | 2,291,073 | $51,903,796 | 1.17% |