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 | $201,432 | -38.3% | 8,400 | -38.4% | 0.05% | -43.0% |
| Q1 2024 | $326,685 | -9.3% | 13,646 | -9.6% | 0.09% | -13.9% |
| Q4 2023 | $360,358 | +10.1% | 15,103 | +10.0% | 0.11% | +5.9% |
| Q3 2023 | $327,323 | +0.3% | 13,730 | 0.0% | 0.10% | +2.0% |
| Q2 2023 | $326,362 | +155.6% | 13,730 | +157.6% | 0.10% | +170.3% |
| Q1 2023 | $127,707 | +0.5% | 5,330 | 0.0% | 0.04% | -7.5% |
| Q4 2022 | $127,121 | +60.9% | 5,330 | +61.5% | 0.04% | +48.1% |
| Q3 2022 | $79,000 | – | 3,300 | – | 0.03% | – |
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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% |