# ISHARES TR (IBTD)

> Institutional ownership reported to the SEC as of Q4 2023, from Form 13F filings. Source: https://holderbook.com/stocks/IBTD/

- Reporting holders: 3
- Reported value: $71.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Granite Bay Wealth Management, LLC](https://holderbook.com/funds/1911472-granite-bay-wealth-management-llc/) | $66.1M | 2,668,921 | 0.6% | 6 |
| [Blue Trust, Inc.](https://holderbook.com/funds/1856022-blue-trust-inc/) | $4.9M | 195,569 | 0.1% | 5 |
| [IFP Advisors, Inc](https://holderbook.com/funds/1641866-ifp-advisors-inc/) | $764.9K | 30,869 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q4 2023 | 3 | $71.7M |
| Q3 2023 | 212 | $1.9B |
| Q2 2023 | 216 | $2.2B |
| Q1 2023 | 212 | $2.1B |
| Q4 2022 | 170 | $1.7B |
| Q3 2022 | 100 | $429.6M |
| Q2 2022 | 50 | $149.4M |
| Q1 2022 | 27 | $25.4M |
| Q4 2021 | 19 | $45.4M |
| Q3 2021 | 13 | $34.4M |
| Q2 2021 | 14 | $30.6M |
| Q1 2021 | 12 | $28.5M |