Growth Metrics

iSHARES TRUST (IBTA) Tax Rate (2023 - 2025)

Ibotta's Tax Rate history spans 3 years, with the latest figure at 521.31% for Q4 2025.

  • For Q4 2025, Tax Rate rose 86923.0% year-over-year to 521.31%; the TTM value through Dec 2025 reached 64.17%, up 24470.0%, while the annual FY2025 figure was 63.69%, 24432.0% up from the prior year.
  • Tax Rate reached 521.31% in Q4 2025 per IBTA's latest filing, up from 70.81% in the prior quarter.
  • In the past five years, Tax Rate ranged from a high of 521.31% in Q4 2025 to a low of 347.92% in Q4 2024.
  • Average Tax Rate over 3 years is 27.32%, with a median of 15.82% recorded in 2023.
  • Peak YoY movement for Tax Rate: tumbled -36464bps in 2024, then surged 86923bps in 2025.
  • A 3-year view of Tax Rate shows it stood at 16.72% in 2023, then plummeted by -2181bps to 347.92% in 2024, then soared by 250bps to 521.31% in 2025.
  • Per Business Quant, the three most recent readings for IBTA's Tax Rate are 521.31% (Q4 2025), 70.81% (Q3 2025), and 36.19% (Q2 2025).