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 | $669,588 | -17.2% | 29,799 | -16.5% | 0.67% | -15.1% |
| Q2 2023 | $808,662 | +57.1% | 35,703 | +60.0% | 0.78% | +41.8% |
| Q1 2023 | $514,895 | +13.3% | 22,309 | +11.5% | 0.55% | +4.7% |
| Q4 2022 | $454,575 | +17.8% | 20,012 | +17.6% | 0.53% | +6.9% |
| Q3 2022 | $386,000 | +9.0% | 17,020 | +13.4% | 0.49% | +11.0% |
| Q2 2022 | $354,000 | – | 15,004 | – | 0.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Journey Advisory Group, LLC | 534,296 | $12,005,632 | 1.79% |
| MV CAPITAL MANAGEMENT, INC. | 490,322 | $11,017,545 | 1.47% |
| Denver PWM, LLC | 154,326 | $3,450,634 | 1.44% |
| Capital Investment Advisors, LLC | 1,916,225 | $43,057,585 | 1.19% |
| Scissortail Wealth Management, LLC | 45,547 | $1,020,469 | 0.80% |
| Old Port Advisors | 95,930 | $2,155,547 | 0.78% |
| 4J Wealth Management LLC | 29,799 | $669,588 | 0.67% |
| MKT Advisors LLC | 37,790 | $844,607 | 0.64% |
| Horizons Wealth Management | 28,136 | $632,216 | 0.46% |
| W.H. Cornerstone Investments Inc. | 16,262 | $365 | 0.32% |