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 | $1,901,326 | -20.0% | 79,288 | -20.1% | 0.16% | -19.5% |
| Q1 2024 | $2,376,955 | +3.4% | 99,288 | +3.0% | 0.20% | -2.5% |
| Q4 2023 | $2,299,698 | +71.2% | 96,383 | +71.1% | 0.20% | +57.5% |
| Q3 2023 | $1,343,084 | +3.7% | 56,337 | +3.6% | 0.13% | +5.8% |
| Q2 2023 | $1,294,683 | +6.1% | 54,398 | +7.1% | 0.12% | +1.7% |
| Q1 2023 | $1,220,068 | +603.4% | 50,815 | +598.7% | 0.12% | +555.6% |
| Q4 2022 | $173,461 | – | 7,273 | – | 0.02% | – |
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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% |