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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $880,290 | -8.6% | 36,894 | -8.6% | 0.22% | -14.8% |
| Q3 2023 | $962,635 | +34.7% | 40,379 | +34.4% | 0.26% | +24.9% |
| Q2 2023 | $714,833 | +43.1% | 30,035 | +44.3% | 0.20% | +25.8% |
| Q1 2023 | $499,600 | -95.5% | 20,808 | -95.6% | 0.16% | -95.4% |
| Q4 2022 | $11,176,920 | – | 468,634 | – | 3.51% | – |
Download | ||||||
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% |