ISHARES TR's ticker is IBTG and the CUSIP is 46436E858. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Royal Harbor Partners, LLC | 108,896 | $2,473,573 | 1.53% |
| Capital Investment Advisors, LLC | 1,469,885 | $33,388 | 1.01% |
| Denver PWM, LLC | 56,653 | $1,286,876 | 0.61% |
| 4J Wealth Management LLC | 20,012 | $454,575 | 0.53% |
| Krilogy Financial LLC | 190,517 | $4,327,594 | 0.41% |
| Sargent Bickham Lagudis LLC | 213,810 | $4,856,681 | 0.40% |
| W.H. Cornerstone Investments Inc. | 17,539 | $403,933 | 0.38% |
| Conrad Siegel Investment Advisors, Inc. | 13,415 | $304,722 | 0.30% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 892,501 | $20,273 | 0.30% |
| COUNTRY CLUB BANK /GFN | 118,080 | $2,682,187 | 0.23% |