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 | $20,913,856 | -15.3% | 872,137 | -15.4% | 0.06% | -18.1% |
| Q1 2024 | $24,681,604 | -3.3% | 1,030,977 | -3.6% | 0.07% | -15.3% |
| Q4 2023 | $25,524,329 | -31.2% | 1,069,753 | -31.3% | 0.08% | -40.6% |
| Q3 2023 | $37,107,913 | -29.9% | 1,556,539 | -30.0% | 0.14% | -30.2% |
| Q2 2023 | $52,952,931 | +107606.7% | 2,224,913 | +8.7% | 0.20% | -2.8% |
| Q1 2023 | $49,164 | +8.8% | 2,047,669 | +8.0% | 0.21% | -7.0% |
| Q4 2022 | $45,200 | -99.2% | 1,895,201 | +696.5% | 0.23% | +682.8% |
| Q3 2022 | $5,698,000 | – | 237,932 | – | 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% |