ISHARES TR's ticker is IBTE and the CUSIP is 46436E874. A total of 236 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $569,490 | -0.7% | 23,888 | -0.9% | 0.25% | +2.4% |
| Q2 2023 | $573,770 | +78.2% | 24,108 | +82.7% | 0.24% | +45.0% |
| Q2 2022 | $322,000 | +37.0% | 13,194 | +38.6% | 0.17% | +49.6% |
| Q1 2022 | $235,000 | -2.9% | 9,517 | 0.0% | 0.11% | +0.9% |
| Q4 2021 | $242,000 | +3.4% | 9,517 | +4.3% | 0.11% | -9.7% |
| Q3 2021 | $234,000 | +9.3% | 9,126 | +9.3% | 0.12% | +5.1% |
| Q2 2021 | $214,000 | – | 8,349 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Scissortail Wealth Management, LLC | 666,030 | $15,864,779 | 12.49% |
| Financial Strategies Group, Inc. | 874,312 | $20,808,617 | 6.56% |
| 4J Wealth Management LLC | 259,179 | $6,178,819 | 6.15% |
| Day & Ennis, LLC | 628,058 | $14,972,894 | 5.58% |
| Campbell Wealth Management | 1,751,576 | $41,758 | 5.08% |
| SevenOneSeven Capital Management | 90,323 | $2,151,494 | 5.00% |
| Keeler Thomas Management LLC | 508,969 | $12,104,459 | 4.48% |
| Faithward Advisors, LLC | 720,765 | $17,168,631 | 4.18% |
| Atlantic Private Wealth, LLC | 148,252 | $3,534,321 | 3.57% |
| Stephens Consulting, LLC | 362,600 | $8,644,376 | 3.51% |