PRIVATE TRUST CO NA - ISHARES TR ownership

ISHARES TR's ticker is IBTE and the CUSIP is 46436E874. A total of 168 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
PRIVATE TRUST CO NA ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$407,998
+2.5%
17,114
+2.3%
0.05%
+8.0%
Q2 2023$398,103
-0.9%
16,7270.0%0.05%
-9.1%
Q1 2023$401,615
+129453.2%
16,727
+28.5%
0.06%
+19.6%
Q4 2022$310
-99.7%
13,017
+180.8%
0.05%
+155.6%
Q3 2022$111,000
+3.7%
4,636
+5.7%
0.02%
+5.9%
Q2 2022$107,0004,3860.02%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Scissortail Wealth Management, LLC 666,030$15,864,77912.49%
Financial Strategies Group, Inc. 874,312$20,808,6176.56%
4J Wealth Management LLC 259,179$6,178,8196.15%
Day & Ennis, LLC 628,058$14,972,8945.58%
Campbell Wealth Management 1,751,576$41,7585.08%
SevenOneSeven Capital Management 90,323$2,151,4945.00%
Keeler Thomas Management LLC 508,969$12,104,4594.48%
Faithward Advisors, LLC 720,765$17,168,6314.18%
Atlantic Private Wealth, LLC 148,252$3,534,3213.57%
Stephens Consulting, LLC 362,600$8,644,3763.51%
View complete list of ISHARES TR shareholders