ISHARES TR's ticker is IBTE and the CUSIP is 46436E874. A total of 273 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,687,593 | -8.2% | 70,375 | -8.3% | 0.30% | -12.5% |
| Q1 2024 | $1,837,395 | -73.0% | 76,750 | -73.0% | 0.34% | -75.5% |
| Q4 2023 | $6,794,254 | -7.1% | 284,755 | -7.2% | 1.38% | -15.7% |
| Q3 2023 | $7,314,350 | +12.6% | 306,810 | +12.4% | 1.63% | +19.4% |
| Q2 2023 | $6,494,425 | +197.1% | 272,875 | +199.7% | 1.37% | +179.6% |
| Q1 2023 | $2,185,870 | +157.3% | 91,040 | +155.6% | 0.49% | +145.7% |
| Q4 2022 | $849,537 | – | 35,620 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Horizon Advisory Services, Inc. | 708,356 | $16,986,376 | 8.13% |
| Campbell Wealth Management | 865,768 | $20,761 | 6.70% |
| Denver PWM, LLC | 638,378 | $15,308,306 | 6.11% |
| Financial Strategies Group, Inc. | 909,284 | $21,740,978 | 5.47% |
| Kerntke Otto McGlone Wealth Management Group | 219,561 | $5,265,081 | 4.92% |
| Trinity Wealth Management, LLC | 406,275 | $9,742,475 | 4.86% |
| Scissortail Wealth Management, LLC | 686,569 | $16,463,882 | 4.19% |
| MKT Advisors LLC | 331,864 | $7,934,877 | 3.95% |
| Hills Bank & Trust Co | 1,998,580 | $47,925,948 | 3.88% |
| Atlantic Private Wealth, LLC | 175,616 | $4,211,276 | 3.43% |