ISHARES TR's ticker is IBTG and the CUSIP is 46436E858. A total of 176 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,443,540 | +2.2% | 416,845 | +2.5% | 0.55% | -5.0% |
| Q1 2024 | $9,239,495 | +1.6% | 406,846 | +2.3% | 0.58% | -8.7% |
| Q4 2023 | $9,089,900 | +924.4% | 397,720 | +907.2% | 0.63% | +775.0% |
| Q3 2023 | $887,300 | -5.1% | 39,488 | -4.4% | 0.07% | -4.0% |
| Q2 2023 | $935,196 | – | 41,289 | – | 0.08% | – |
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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% |