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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $46,640,934 | +8.3% | 2,040,732 | +6.5% | 1.17% | -1.8% |
| Q3 2023 | $43,057,585 | +7.0% | 1,916,225 | +7.9% | 1.19% | -2.9% |
| Q2 2023 | $40,234,743 | +7.9% | 1,776,368 | +9.9% | 1.23% | +11.5% |
| Q1 2023 | $37,299,165 | +111614.3% | 1,616,082 | +9.9% | 1.10% | +8.8% |
| Q4 2022 | $33,388 | -99.9% | 1,469,885 | +7.4% | 1.01% | -4.9% |
| Q3 2022 | $31,036,000 | +4.9% | 1,369,081 | +9.1% | 1.06% | +8.4% |
| Q2 2022 | $29,575,000 | – | 1,254,780 | – | 0.98% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Journey Advisory Group, LLC | 534,296 | $12,005,632 | 1.79% |
| MV CAPITAL MANAGEMENT, INC. | 490,322 | $11,017,545 | 1.47% |
| Vista Private Wealth Partners. LLC | 154,326 | $3,450,634 | 1.44% |
| Capital Investment Advisors, LLC | 1,916,225 | $43,057,585 | 1.19% |
| Scissortail Wealth Management, LLC | 45,547 | $1,020,469 | 0.80% |
| Old Port Advisors | 95,930 | $2,155,547 | 0.78% |
| 4J Wealth Management LLC | 29,799 | $669,588 | 0.67% |
| MKT Advisors LLC | 37,790 | $844,607 | 0.64% |
| Horizons Wealth Management | 28,136 | $632,216 | 0.46% |
| W.H. Cornerstone Investments Inc. | 16,262 | $365 | 0.32% |