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IBAT ISHARES TR

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ENERGY STRG & MA (fund)

5 managers (5 13F filers) reported a position in IBAT shares at 2025-03-31, 232,990 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.

Managers
5
13F filers
5
New
2
Added
0
Reduced
2
Sold out
3
Shares held by filers
232,990

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.225,000$4.77M<0.01%-10,00013F-HRTimelineGroup
Sunbelt Securities, Inc.7,792$165K0.01%-33313F-HRTimeline
UBS Group AGin group UBS Group AG154$3.26K<0.01%new13F-HRTimelineGroup
MAI Capital Management44$933<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.