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 | $815,110 | +15.5% | 33,991 | +15.3% | 0.00% | 0.0% |
Q1 2024 | $705,595 | +14.9% | 29,473 | +14.5% | 0.00% | 0.0% |
Q4 2023 | $614,027 | +9.9% | 25,735 | +9.9% | 0.00% | -33.3% |
Q3 2023 | $558,497 | -8.0% | 23,427 | -8.1% | 0.00% | +50.0% |
Q2 2023 | $606,981 | +119.6% | 25,503 | +121.6% | 0.00% | +100.0% |
Q1 2023 | $276,379 | +23.0% | 11,511 | +22.1% | 0.00% | 0.0% |
Q4 2022 | $224,762 | -28.0% | 9,424 | -27.6% | 0.00% | -75.0% |
Q3 2022 | $312,000 | +35.7% | 13,024 | +38.2% | 0.00% | +33.3% |
Q2 2022 | $230,000 | -48.4% | 9,424 | -46.2% | 0.00% | -57.1% |
Q4 2021 | $446,000 | – | 17,532 | – | 0.01% | – |
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% |