ISHARES TR's ticker is IBTG and the CUSIP is 46436E858. A total of 28 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,289,023 | +19.5% | 57,366 | +20.4% | 0.00% | +100.0% |
| Q2 2023 | $1,079,091 | -13.9% | 47,642 | -12.3% | 0.00% | -50.0% |
| Q1 2023 | $1,253,199 | +7.8% | 54,298 | +6.1% | 0.00% | 0.0% |
| Q4 2022 | $1,162,161 | -94.2% | 51,163 | -94.2% | 0.00% | -93.9% |
| Q3 2022 | $19,961,000 | -9.5% | 880,548 | -5.9% | 0.03% | -5.7% |
| Q2 2022 | $22,067,000 | +6.1% | 936,232 | +8.1% | 0.04% | +25.0% |
| Q1 2022 | $20,798,000 | +3654.2% | 865,869 | +3846.0% | 0.03% | +2700.0% |
| Q4 2021 | $554,000 | +1.1% | 21,943 | +2.3% | 0.00% | 0.0% |
| Q3 2021 | $548,000 | -1.8% | 21,441 | -1.5% | 0.00% | 0.0% |
| Q2 2021 | $558,000 | -82.5% | 21,769 | -82.7% | 0.00% | -80.0% |
| Q1 2021 | $3,197,000 | -51.6% | 125,520 | -50.2% | 0.01% | -58.3% |
| Q4 2020 | $6,605,000 | +5.9% | 252,088 | +6.4% | 0.01% | -7.7% |
| Q3 2020 | $6,237,000 | +20.7% | 236,875 | +20.5% | 0.01% | +8.3% |
| Q2 2020 | $5,166,000 | +4.9% | 196,551 | +0.3% | 0.01% | -14.3% |
| Q1 2020 | $4,925,000 | – | 196,025 | – | 0.01% | – |
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% |