ISHARES TR's ticker is IBTG and the CUSIP is 46436E858. A total of 86 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,350,542 | +55.4% | 104,608 | +56.6% | 0.00% | 0.0% |
| Q2 2023 | $1,512,544 | -57.6% | 66,779 | -56.8% | 0.00% | 0.0% |
| Q1 2023 | $3,568,607 | -46.8% | 154,619 | -47.7% | 0.00% | -66.7% |
| Q4 2022 | $6,711,465 | +1394.8% | 295,464 | +1450.8% | 0.00% | – |
| Q2 2022 | $449,000 | -42.2% | 19,052 | -41.1% | 0.00% | – |
| Q1 2022 | $777,000 | -31.2% | 32,338 | -27.8% | 0.00% | – |
| Q4 2021 | $1,130,000 | +445.9% | 44,772 | +451.9% | 0.00% | – |
| Q3 2021 | $207,000 | -26.3% | 8,112 | -26.1% | 0.00% | – |
| Q2 2021 | $281,000 | +21.6% | 10,973 | +20.9% | 0.00% | – |
| Q1 2021 | $231,000 | -34.0% | 9,073 | -31.8% | 0.00% | – |
| Q3 2020 | $350,000 | +35.1% | 13,311 | +35.0% | 0.00% | – |
| Q2 2020 | $259,000 | -70.0% | 9,859 | -70.0% | 0.00% | -100.0% |
| Q1 2020 | $862,000 | – | 32,907 | – | 0.00% | – |
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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% |
| Vista Private Wealth Partners. 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% |