ISHARES TR's ticker is IGEB and the CUSIP is 46435G219. A total of 20 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $221,000 | -12.0% | 5,214 | -7.2% | 0.02% | -10.5% |
| Q2 2022 | $251,000 | -6.7% | 5,618 | +1.5% | 0.02% | 0.0% |
| Q1 2022 | $269,000 | -5.9% | 5,535 | +2.0% | 0.02% | -5.0% |
| Q4 2021 | $286,000 | -0.7% | 5,428 | +1.4% | 0.02% | -9.1% |
| Q3 2021 | $288,000 | -12.7% | 5,353 | -12.2% | 0.02% | -15.4% |
| Q2 2021 | $330,000 | +6.1% | 6,098 | +3.5% | 0.03% | -10.3% |
| Q1 2021 | $311,000 | +11.9% | 5,894 | +17.3% | 0.03% | +11.5% |
| Q4 2020 | $278,000 | +6.9% | 5,024 | +5.1% | 0.03% | -13.3% |
| Q3 2020 | $260,000 | – | 4,782 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WALLER FINANCIAL PLANNING GROUP, INC | 466,565 | $19,787,003 | 5.76% |
| Paragon Wealth Strategies, LLC | 261,450 | $11,088,082 | 3.31% |
| Ameliora Wealth Management Ltd. | 93,145 | $3,950,279 | 2.34% |
| Hennion & Walsh Asset Management, Inc. | 795,215 | $33,725,069 | 2.15% |
| Altus Wealth Management, LLC | 32,248 | $1,367,638 | 0.95% |
| AdvisorNet Financial, Inc | 190,430 | $8,076,151 | 0.73% |
| CPA Asset Management LLC | 13,533 | $573,935 | 0.40% |
| CWM, LLC | 1,296,767 | $54,996 | 0.34% |
| Buffington Mohr McNeal | 32,475 | $1,377,265 | 0.31% |
| 1620 INVESTMENT ADVISORS, INC. | 5,924 | $251,245 | 0.28% |