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 ↓ |
|---|---|---|---|
| Scissortail Wealth Management, LLC | 655,897 | $15,603,843 | 12.80% |
| INSIGHT 2811, INC. | 637,626 | $15,175,499 | 8.26% |
| Campbell Wealth Management | 3,531,806 | $84,056 | 7.57% |
| 4J Wealth Management LLC | 257,633 | $6,131,671 | 5.95% |
| Day & Ennis, LLC | 592,602 | $14,103,934 | 5.36% |
| Keeler Thomas Management LLC | 481,506 | $11,725,071 | 4.74% |
| MV CAPITAL MANAGEMENT, INC. | 1,132,145 | $26,945,054 | 3.58% |
| Atlantic Private Wealth, LLC | 141,980 | $3,379,358 | 3.44% |
| Stephens Consulting, LLC | 363,364 | $8,648,066 | 3.43% |
| Trinity Wealth Management, LLC | 221,304 | $5,267,035 | 3.22% |