ISHARES TR's ticker is IBTE and the CUSIP is 46436E874. A total of 237 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $271,714 | -97.0% | 11,388 | -97.0% | 0.11% | -93.3% |
| Q3 2023 | $9,081,313 | +4.3% | 380,928 | +4.1% | 1.64% | +5.1% |
| Q2 2023 | $8,708,302 | +7.0% | 365,895 | +7.9% | 1.56% | +24.4% |
| Q1 2023 | $8,140,858 | +36.8% | 339,061 | +35.9% | 1.25% | +22.4% |
| Q4 2022 | $5,951,156 | – | 249,524 | – | 1.02% | – |
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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% |