ISHARES TR's ticker is IGEB and the CUSIP is 46435G219. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,448,676 | -2.7% | 128,476 | +1.4% | 0.05% | 0.0% |
| Q2 2023 | $5,602,579 | +0.4% | 126,756 | +1.6% | 0.05% | -7.5% |
| Q1 2023 | $5,579,931 | +1.4% | 124,803 | -1.8% | 0.05% | -80.9% |
| Q4 2022 | $5,504,741 | +2.1% | 127,101 | -0.3% | 0.28% | +346.8% |
| Q3 2022 | $5,389,000 | -9.0% | 127,432 | -4.0% | 0.06% | +17.0% |
| Q2 2022 | $5,922,000 | – | 132,687 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WALLER FINANCIAL PLANNING GROUP, INC | 470,405 | $21,283,457 | 5.60% |
| Paragon Wealth Strategies, LLC | 262,867 | $11,893,405 | 3.27% |
| Systelligence, LLC | 92,622 | $4,190,682 | 1.14% |
| GoalVest Advisory LLC | 156 | $7,058 | 0.00% |