# ISHARES TR (IBTE)

> Institutional ownership reported to the SEC as of Q4 2024, from Form 13F filings. Source: https://holderbook.com/stocks/IBTE/

- Reporting holders: 5
- Reported value: $6.6M
- 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 |
|---|---|---|---|---|
| [IFP Advisors, Inc](https://holderbook.com/funds/1641866-ifp-advisors-inc/) | $3.4M | 140,411 | 0.1% | 10 |
| [Belpointe Asset Management LLC](https://holderbook.com/funds/1721242-belpointe-asset-management-llc/) | $1.9M | 79,614 | 0.1% | 9 |
| [Journey Advisory Group, LLC](https://holderbook.com/funds/1840085-journey-advisory-group-llc/) | $1.3M | 54,778 | 0.2% | 8 |
| [Mattson Financial Services, LLC](https://holderbook.com/funds/2034595-mattson-financial-services-llc/) | $14.3K | 595 | 0.0% | 3 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $2.9K | 121 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q4 2024 | 5 | $6.6M |
| Q3 2024 | 284 | $1.4B |
| Q2 2024 | 289 | $2.2B |
| Q1 2024 | 292 | $2.4B |
| Q4 2023 | 277 | $2.3B |
| Q3 2023 | 237 | $2.0B |
| Q2 2023 | 215 | $1.9B |
| Q1 2023 | 203 | $1.7B |
| Q4 2022 | 165 | $1.4B |
| Q3 2022 | 88 | $424.6M |
| Q2 2022 | 52 | $237.5M |
| Q1 2022 | 29 | $101.4M |