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 | $15,672,932 | +3.0% | 657,422 | +2.9% | 0.03% | +3.7% |
| Q2 2023 | $15,212,166 | +2.3% | 639,167 | +3.2% | 0.03% | -3.6% |
| Q1 2023 | $14,875,412 | +7.8% | 619,551 | +7.0% | 0.03% | 0.0% |
| Q4 2022 | $13,805,396 | +147.6% | 578,843 | +148.7% | 0.03% | +133.3% |
| Q3 2022 | $5,575,000 | – | 232,792 | – | 0.01% | – |
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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% |