ISHARES TR's ticker is IBTG and the CUSIP is 46436E858. A total of 105 filers reported holding ISHARES TR in Q3 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 | 529,689 | $11,997,456 | 1.78% |
| Royal Harbor Partners, LLC | 154,782 | $3,505,812 | 1.72% |
| Vista Private Wealth Partners. LLC | 143,857 | $3,238,224 | 1.34% |
| Capital Investment Advisors, LLC | 1,776,368 | $40,234,743 | 1.23% |
| Freestone Capital Holdings, LLC | 937,119 | $21,225,745 | 0.86% |
| 4J Wealth Management LLC | 35,703 | $808,662 | 0.78% |
| COUNTRY CLUB BANK /GFN | 195,379 | $4,421,426 | 0.35% |
| W.H. Cornerstone Investments Inc. | 15,998 | $362 | 0.32% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 916,292 | $20,754,023 | 0.30% |
| JDM Financial Group LLC | 12,925 | $292,762 | 0.25% |