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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,351,897 | +11.6% | 895,633 | +11.4% | 0.60% | +11.4% |
| Q2 2023 | $19,127,790 | +11.6% | 803,689 | +12.6% | 0.54% | +5.9% |
| Q1 2023 | $17,134,832 | +29.0% | 713,654 | +28.2% | 0.51% | +2.4% |
| Q4 2022 | $13,279,108 | +151.3% | 556,776 | +152.4% | 0.49% | -24.2% |
| Q3 2022 | $5,284,000 | +38.8% | 220,622 | +41.6% | 0.65% | +312.7% |
| Q2 2022 | $3,807,000 | – | 155,845 | – | 0.16% | – |
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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% |