ISHARES TR's ticker is IGEB and the CUSIP is 46435G219. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $284,826 | -4.0% | 6,716 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $296,847 | -1.1% | 6,716 | 0.0% | 0.06% | -8.1% |
| Q1 2023 | $300,272 | +37.2% | 6,716 | +32.9% | 0.06% | +31.9% |
| Q4 2022 | $218,802 | +63.3% | 5,052 | +59.7% | 0.05% | +56.7% |
| Q3 2022 | $134,000 | -35.6% | 3,164 | -32.0% | 0.03% | -34.8% |
| Q2 2022 | $208,000 | -57.8% | 4,655 | -54.2% | 0.05% | -52.1% |
| Q1 2022 | $493,000 | -18.4% | 10,168 | -11.3% | 0.10% | -17.2% |
| Q4 2021 | $604,000 | -1.9% | 11,464 | 0.0% | 0.12% | -6.5% |
| Q3 2021 | $616,000 | -0.8% | 11,464 | 0.0% | 0.12% | +4.2% |
| Q2 2021 | $621,000 | -7.2% | 11,464 | -9.5% | 0.12% | -15.0% |
| Q1 2021 | $669,000 | -24.2% | 12,669 | -20.7% | 0.14% | -23.9% |
| Q4 2020 | $883,000 | – | 15,966 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WALLER FINANCIAL PLANNING GROUP, INC | 470,405 | $21,283,457 | 5.60% |
| Paragon Wealth Strategies, LLC | 262,867 | $11,893,405 | 3.27% |
| Systelligence, LLC | 92,622 | $4,190,682 | 1.14% |
| GoalVest Advisory LLC | 156 | $7,058 | 0.00% |