ISHARES TR's ticker is IBTG and the CUSIP is 46436E858. A total of 157 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $418,661 | -0.2% | 18,480 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $419,681 | -23.1% | 18,480 | -22.6% | 0.00% | -50.0% |
| Q4 2023 | $545,710 | +81.6% | 23,877 | +78.5% | 0.00% | +100.0% |
| Q3 2023 | $300,492 | -0.8% | 13,373 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $302,899 | +9.9% | 13,373 | +11.9% | 0.00% | 0.0% |
| Q1 2023 | $275,737 | +24.1% | 11,947 | +22.1% | 0.00% | 0.0% |
| Q4 2022 | $222,198 | -27.4% | 9,782 | -27.6% | 0.00% | -75.0% |
| Q3 2022 | $306,000 | -0.6% | 13,509 | +3.3% | 0.00% | +33.3% |
| Q2 2022 | $308,000 | +24.7% | 13,082 | +33.7% | 0.00% | -25.0% |
| Q4 2021 | $247,000 | – | 9,782 | – | 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% |