ISHARES TR's ticker is IBTE and the CUSIP is 46436E874. A total of 214 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $5,539,311 | -20.4% | 230,997 | -20.5% | 0.01% | -25.0% |
Q1 2024 | $6,957,696 | +6.0% | 290,631 | +5.7% | 0.01% | -33.3% |
Q4 2023 | $6,562,506 | +7.8% | 275,042 | +7.7% | 0.01% | +50.0% |
Q3 2023 | $6,085,791 | -3.5% | 255,276 | -3.7% | 0.01% | 0.0% |
Q2 2023 | $6,308,965 | -8.8% | 265,083 | -8.0% | 0.01% | -20.0% |
Q1 2023 | $6,920,436 | -16.4% | 288,231 | -16.9% | 0.01% | -16.7% |
Q4 2022 | $8,275,547 | +74.9% | 346,983 | +75.7% | 0.01% | +50.0% |
Q3 2022 | $4,731,000 | +824.0% | 197,534 | +842.7% | 0.01% | +700.0% |
Q2 2022 | $512,000 | – | 20,955 | – | 0.00% | – |
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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% |