ISHARES TR's ticker is IBTE and the CUSIP is 46436E874. A total of 203 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $276 | -21.4% | 11,549 | -21.4% | 0.20% | -28.4% |
| Q4 2023 | $351 | -6.1% | 14,692 | -6.3% | 0.28% | -15.5% |
| Q3 2023 | $374 | +1.9% | 15,676 | +1.7% | 0.33% | +0.3% |
| Q2 2023 | $367 | -7.3% | 15,416 | -6.4% | 0.33% | -8.9% |
| Q1 2023 | $396 | -99.9% | 16,477 | -2.2% | 0.36% | -6.0% |
| Q4 2022 | $403,150 | -1.2% | 16,840 | -1.5% | 0.38% | -10.9% |
| Q3 2022 | $408,000 | – | 17,095 | – | 0.43% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Horizon Advisory Services, Inc. | 708,356 | $16,986,376 | 8.13% |
| Campbell Wealth Management | 865,768 | $20,761 | 6.70% |
| Denver PWM, LLC | 638,378 | $15,308,306 | 6.11% |
| Financial Strategies Group, Inc. | 909,284 | $21,740,978 | 5.47% |
| Kerntke Otto McGlone Wealth Management Group | 219,561 | $5,265,081 | 4.92% |
| Trinity Wealth Management, LLC | 406,275 | $9,742,475 | 4.86% |
| Scissortail Wealth Management, LLC | 686,569 | $16,463,882 | 4.19% |
| MKT Advisors LLC | 331,864 | $7,934,877 | 3.95% |
| Hills Bank & Trust Co | 1,998,580 | $47,925,948 | 3.88% |
| Atlantic Private Wealth, LLC | 175,616 | $4,211,276 | 3.43% |