ISHARES TR's ticker is IBTE and the CUSIP is 46436E874. A total of 236 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,420,000 | -5.6% | 521,064 | -5.8% | 0.02% | -11.5% |
| Q2 2023 | $13,155,000 | -1.5% | 552,899 | -0.6% | 0.03% | -10.3% |
| Q1 2023 | $13,359,000 | +6.0% | 556,462 | +5.4% | 0.03% | 0.0% |
| Q4 2022 | $12,597,000 | +14.7% | 528,131 | +15.2% | 0.03% | 0.0% |
| Q3 2022 | $10,980,000 | +24.2% | 458,556 | +26.8% | 0.03% | +26.1% |
| Q2 2022 | $8,841,000 | +22.8% | 361,604 | +23.8% | 0.02% | +43.8% |
| Q1 2022 | $7,198,000 | – | 292,050 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Scissortail Wealth Management, LLC | 666,030 | $15,864,779 | 12.49% |
| Financial Strategies Group, Inc. | 874,312 | $20,808,617 | 6.56% |
| 4J Wealth Management LLC | 259,179 | $6,178,819 | 6.15% |
| Day & Ennis, LLC | 628,058 | $14,972,894 | 5.58% |
| Campbell Wealth Management | 1,751,576 | $41,758 | 5.08% |
| SevenOneSeven Capital Management | 90,323 | $2,151,494 | 5.00% |
| Keeler Thomas Management LLC | 508,969 | $12,104,459 | 4.48% |
| Faithward Advisors, LLC | 720,765 | $17,168,631 | 4.18% |
| Atlantic Private Wealth, LLC | 148,252 | $3,534,321 | 3.57% |
| Stephens Consulting, LLC | 362,600 | $8,644,376 | 3.51% |