ISHARES TR's ticker is IBTE and the CUSIP is 46436E874. A total of 168 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,524,505 | +72.7% | 63,574 | +72.4% | 0.70% | +66.6% |
| Q1 2024 | $882,835 | +1.7% | 36,877 | +1.4% | 0.42% | +0.2% |
| Q4 2023 | $868,027 | +65.3% | 36,380 | +65.2% | 0.42% | +50.9% |
| Q3 2023 | $525,052 | -91.5% | 22,024 | -91.5% | 0.28% | -92.7% |
| Q1 2023 | $6,201,231 | +0.3% | 258,277 | -0.4% | 3.84% | +2.5% |
| Q4 2022 | $6,185,164 | +0.0% | 259,336 | +0.4% | 3.75% | +42.9% |
| Q3 2022 | $6,183,000 | +0.4% | 258,184 | +2.4% | 2.62% | +1.5% |
| Q2 2022 | $6,159,000 | – | 252,130 | – | 2.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Scissortail Wealth Management, LLC | 486,805 | $11,688,128 | 10.53% |
| INSIGHT 2811, INC. | 660,251 | $15,852,627 | 9.80% |
| 4J Wealth Management LLC | 243,206 | $5,839,373 | 6.27% |
| Campbell Wealth Management | 1,666,508 | $40,013 | 5.01% |
| Keeler Thomas Management LLC | 423,291 | $10,163,211 | 4.78% |
| Stephens Consulting, LLC | 317,562 | $7,624,653 | 4.60% |
| Day & Ennis, LLC | 512,996 | $12,317,034 | 4.56% |
| Reliant Wealth Planning | 258,277 | $6,201,231 | 3.84% |
| MV CAPITAL MANAGEMENT, INC. | 1,093,330 | $26,250,865 | 3.69% |
| Trinity Wealth Management, LLC | 204,519 | $4,910,501 | 3.22% |