ISHARES TR (IBTE)
Institutional ownership reported to the SEC as of Q4 2024, across 20 quarters.
5
Reporting holders
$6.6M
Reported value
0.0%
Held as options
-259
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 | $3.4M | 140,411 | 0.11% | 10q | -50.5%-$3.4M |
| Belpointe Asset Management LLC | $1.9M | 79,614 | 0.12% | 9q | +18.5%+$298.3K |
| Journey Advisory Group, LLC | $1.3M | 54,778 | 0.16% | 8q | HELD |
| Mattson Financial Services, LLC | $14.3K | 595 | 0.00% | 3q | HELD |
| EASTERN BANK | $2.9K | 121 | 0.00% | 2q | -97.3%-$104.7K |
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 2024 | 5 | $6.6M | 275,519 | 0 | 1 | 2 | 0.0% |
| Q3 2024 | 264 | $1.3B | 55,576,579 | 16 | 68 | 124 | 0.0% |
| Q2 2024 | 264 | $2.0B | 84,729,177 | 20 | 93 | 96 | 0.0% |
| Q1 2024 | 263 | $2.2B | 90,620,290 | 30 | 112 | 71 | 0.0% |
| Q4 2023 | 251 | $1.9B | 81,646,657 | 47 | 112 | 57 | 0.0% |
| Q3 2023 | 212 | $1.7B | 72,359,272 | 31 | 99 | 52 | 0.0% |
| Q2 2023 | 190 | $1.6B | 67,567,718 | 28 | 99 | 33 | 0.0% |
| Q1 2023 | 175 | $1.4B | 60,220,223 | 41 | 93 | 23 | 0.0% |
| Q4 2022 | 130 | $1.1B | 44,457,279 | 67 | 43 | 7 | 0.0% |
| Q3 2022 | 88 | $424.6M | 17,727,411 | 37 | 33 | 4 | 0.0% |
| Q2 2022 | 52 | $237.5M | 9,722,582 | 28 | 19 | 2 | 0.0% |
| Q1 2022 | 29 | $101.4M | 4,112,575 | 10 | 11 | 2 | 0.0% |
| Q4 2021 | 21 | $42.8M | 1,683,637 | 4 | 12 | 0 | 0.0% |
| Q3 2021 | 16 | $32.5M | 1,266,399 | 6 | 7 | 2 | 0.0% |
| Q2 2021 | 12 | $12.2M | 474,889 | 5 | 4 | 1 | 0.0% |
| Q1 2021 | 8 | $10.3M | 401,620 | 2 | 3 | 1 | 0.0% |
| Q4 2020 | 9 | $9.8M | 376,304 | 3 | 2 | 2 | 0.0% |
| Q3 2020 | 8 | $11.2M | 429,170 | 3 | 3 | 1 | 0.0% |
| Q2 2020 | 5 | $10.6M | 405,960 | 0 | 3 | 1 | 0.0% |
| Q1 2020 | 6 | $10.9M | 419,053 | 6 | 0 | 0 | 0.0% |