ISHARES TR's ticker is IBTG and the CUSIP is 46436E858. A total of 99 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,061,435 | +63.7% | 136,246 | +65.0% | 0.01% | +66.7% |
| Q2 2023 | $1,870,482 | +107.7% | 82,597 | +111.6% | 0.00% | +50.0% |
| Q1 2023 | $900,766 | +111.4% | 39,028 | +107.8% | 0.00% | +100.0% |
| Q4 2022 | $426,000 | +339.2% | 18,782 | +337.1% | 0.00% | – |
| Q3 2022 | $97,000 | +4.3% | 4,297 | +9.4% | 0.00% | – |
| Q2 2022 | $93,000 | +25.7% | 3,929 | +27.9% | 0.00% | – |
| Q1 2022 | $74,000 | -39.8% | 3,073 | -36.6% | 0.00% | – |
| Q4 2021 | $123,000 | – | 4,850 | – | 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% |