ISHARES TR's ticker is IBTG and the CUSIP is 46436E858. A total of 10 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,648,433 | +8.2% | 384,888 | +9.1% | 0.00% | 0.0% |
| Q2 2023 | $7,990,626 | +19.0% | 352,787 | +21.2% | 0.00% | +50.0% |
| Q1 2023 | $6,715,634 | +324.0% | 290,972 | +317.4% | 0.00% | +100.0% |
| Q4 2022 | $1,583,811 | +463.6% | 69,710 | +461.5% | 0.00% | – |
| Q3 2022 | $281,000 | -5.1% | 12,415 | -1.1% | 0.00% | – |
| Q2 2022 | $296,000 | +181.9% | 12,555 | +201.0% | 0.00% | – |
| Q4 2021 | $105,000 | +114.3% | 4,171 | +119.8% | 0.00% | – |
| Q3 2021 | $49,000 | +22.5% | 1,898 | +20.7% | 0.00% | – |
| Q2 2021 | $40,000 | – | 1,572 | – | 0.00% | – |
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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% |