ISHARES TR's ticker is IBTE and the CUSIP is 46436E874. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| Capital Investment Advisors, LLC | 1,181,799 | $28,197,713 | 0.71% |
| Horizons Wealth Management | 38,210 | $911,681 | 0.60% |
| Montecito Bank & Trust | 46,189 | $1,102,070 | 0.24% |
| Richard P Slaughter Associates Inc | 36,894 | $880,290 | 0.22% |
| Greenfield Savings Bank | 12,099 | $288,682 | 0.17% |