ISHARES TR's ticker is IBTG and the CUSIP is 46436E858. A total of 86 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $182,659 | -0.8% | 8,129 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $184,122 | -1.9% | 8,129 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $187,617 | +1.6% | 8,129 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $184,650 | +0.4% | 8,129 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $184,000 | -4.2% | 8,129 | 0.0% | 0.00% | -25.0% |
| Q2 2022 | $192,000 | – | 8,129 | – | 0.00% | – |
Download | ||||||
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% |