ISHARES TR's ticker is IGEB and the CUSIP is 46435G219. A total of 20 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $379,000 | -5.0% | 8,951 | 0.0% | 0.23% | +0.4% |
| Q2 2022 | $399,000 | -8.1% | 8,951 | 0.0% | 0.23% | +5.0% |
| Q1 2022 | $434,000 | -7.9% | 8,951 | 0.0% | 0.22% | -8.0% |
| Q4 2021 | $471,000 | -2.1% | 8,951 | 0.0% | 0.24% | -9.5% |
| Q3 2021 | $481,000 | -0.8% | 8,951 | 0.0% | 0.26% | +3.5% |
| Q2 2021 | $485,000 | +2.8% | 8,951 | 0.0% | 0.25% | -2.7% |
| Q1 2021 | $472,000 | -4.6% | 8,951 | 0.0% | 0.26% | -10.9% |
| Q4 2020 | $495,000 | +1.6% | 8,951 | 0.0% | 0.29% | -10.9% |
| Q3 2020 | $487,000 | 0.0% | 8,951 | 0.0% | 0.33% | -8.9% |
| Q2 2020 | $487,000 | +10.7% | 8,951 | 0.0% | 0.36% | -7.7% |
| Q1 2020 | $440,000 | -5.0% | 8,951 | 0.0% | 0.39% | +19.6% |
| Q4 2019 | $463,000 | -1.9% | 8,951 | 0.0% | 0.33% | -8.7% |
| Q3 2019 | $472,000 | +2.2% | 8,951 | 0.0% | 0.36% | +1.1% |
| Q2 2019 | $462,000 | +4.1% | 8,951 | 0.0% | 0.35% | +2.0% |
| Q1 2019 | $444,000 | – | 8,951 | – | 0.35% | – |
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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% |