ISHARES TR's ticker is IGEB and the CUSIP is 46435G219. A total of 41 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,348,812 | +14.5% | 55,378 | +19.3% | 0.00% | -25.0% |
| Q2 2023 | $2,050,743 | +11.1% | 46,402 | +12.4% | 0.00% | +33.3% |
| Q1 2023 | $1,846,058 | +1491.4% | 41,285 | +1448.6% | 0.00% | – |
| Q4 2022 | $116,000 | +12.6% | 2,666 | +10.7% | 0.00% | – |
| Q3 2022 | $103,000 | +13.2% | 2,409 | +18.8% | 0.00% | – |
| Q2 2022 | $91,000 | -47.7% | 2,027 | -43.2% | 0.00% | – |
| Q1 2022 | $174,000 | -7.4% | 3,571 | 0.0% | 0.00% | – |
| Q4 2021 | $188,000 | -2.1% | 3,571 | 0.0% | 0.00% | – |
| Q3 2021 | $192,000 | +12.3% | 3,571 | +13.3% | 0.00% | – |
| Q2 2021 | $171,000 | -17.0% | 3,152 | -19.0% | 0.00% | – |
| Q1 2021 | $206,000 | +17.7% | 3,889 | +23.6% | 0.00% | – |
| Q4 2020 | $175,000 | -26.5% | 3,147 | -28.0% | 0.00% | -100.0% |
| Q3 2020 | $238,000 | -10.9% | 4,368 | -11.1% | 0.00% | 0.0% |
| Q2 2020 | $267,000 | -18.1% | 4,916 | -25.6% | 0.00% | 0.0% |
| Q1 2020 | $326,000 | – | 6,610 | – | 0.00% | – |
Download | ||||||
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% |