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 | $477,202 | +0.2% | 19,900 | 0.0% | 0.37% | +34.7% |
| Q1 2024 | $476,406 | +0.3% | 19,900 | 0.0% | 0.28% | -16.1% |
| Q4 2023 | $474,814 | -6.8% | 19,900 | -6.8% | 0.33% | -13.4% |
| Q3 2023 | $509,222 | +3.7% | 21,360 | +3.5% | 0.38% | -3.1% |
| Q2 2023 | $490,994 | -0.9% | 20,630 | 0.0% | 0.39% | -15.7% |
| Q1 2023 | $495,326 | – | 20,630 | – | 0.47% | – |
Download | ||||||
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% |