ISHARES TR (IBTD)
Institutional ownership reported to the SEC as of Q4 2023, across 16 quarters.
3
Reporting holders
$835.9K
Reported value
0.0%
Held as options
-185
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| IFP Advisors, Inc | $764.9K | 30,869 | 0.04% | 6q | HELD |
| Granite Bay Wealth Management, LLC | $66.1K | 2,668,921 | 0.59% | 6q | -15.4%-$12.1K |
| Blue Trust, Inc. | $4.9K | 195,569 | 0.08% | 5q | -58.3%-$6.8K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q4 2023 | 3 | $835.9K | 2,895,359 | 0 | 0 | 2 | 0.0% |
| Q3 2023 | 188 | $1.7B | 68,456,363 | 13 | 72 | 77 | 0.0% |
| Q2 2023 | 192 | $1.9B | 77,641,461 | 21 | 90 | 46 | 0.0% |
| Q1 2023 | 185 | $1.8B | 72,421,868 | 48 | 91 | 28 | 0.0% |
| Q4 2022 | 133 | $1.5B | 58,754,449 | 59 | 51 | 9 | 0.0% |
| Q3 2022 | 100 | $429.6M | 17,344,447 | 51 | 33 | 7 | 0.0% |
| Q2 2022 | 50 | $149.4M | 5,993,046 | 25 | 16 | 5 | 0.0% |
| Q1 2022 | 27 | $25.4M | 1,012,821 | 13 | 5 | 6 | 0.0% |
| Q4 2021 | 19 | $45.4M | 1,782,546 | 5 | 8 | 1 | 0.0% |
| Q3 2021 | 13 | $34.4M | 1,340,575 | 1 | 6 | 3 | 0.0% |
| Q2 2021 | 14 | $30.6M | 1,192,268 | 3 | 7 | 1 | 0.0% |
| Q1 2021 | 12 | $28.5M | 1,109,697 | 5 | 3 | 2 | 0.0% |
| Q4 2020 | 9 | $14.7M | 570,064 | 2 | 2 | 1 | 0.0% |
| Q3 2020 | 7 | $13.7M | 533,523 | 3 | 2 | 2 | 0.0% |
| Q2 2020 | 4 | $13.4M | 518,702 | 1 | 3 | 0 | 0.0% |
| Q1 2020 | 5 | $13.5M | 525,571 | 5 | 0 | 0 | 0.0% |