ISHARES TR's ticker is IBDW and the CUSIP is 46436E486. A total of 20 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $749,036 | +7.2% | 38,640 | +12.1% | 0.00% | 0.0% |
| Q2 2023 | $698,707 | -8.9% | 34,470 | -7.3% | 0.00% | 0.0% |
| Q1 2023 | $767,254 | +10.9% | 37,173 | +6.8% | 0.00% | 0.0% |
| Q4 2022 | $692,033 | +0.3% | 34,793 | -1.6% | 0.00% | 0.0% |
| Q3 2022 | $690,000 | -5.7% | 35,342 | +0.4% | 0.00% | 0.0% |
| Q2 2022 | $732,000 | +10.1% | 35,198 | +20.3% | 0.00% | 0.0% |
| Q1 2022 | $665,000 | -8.5% | 29,250 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $727,000 | -0.5% | 29,250 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $731,000 | – | 29,250 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 174,839 | $3,543,987 | 2.83% |
| SUMMITRY LLC | 1,403,410 | $28,447,129 | 1.80% |
| Guidance Point Advisors, LLC | 182,491 | $3,699,075 | 1.42% |
| Platte River Wealth Advisors, LLC | 191,626 | $3,884,259 | 1.36% |
| Signature Wealth Management Group | 123,263 | $2,498,541 | 1.16% |
| ARROW FINANCIAL CORP | 399,775 | $8,103,440 | 0.98% |
| SIGMA INVESTMENT COUNSELORS INC | 547,865 | $11,105,220 | 0.82% |
| Aptus Capital Advisors, LLC | 1,484,841 | $30,097,727 | 0.72% |
| Venture Visionary Partners LLC | 422,254 | $8,559,105 | 0.50% |
| CGN Advisors LLC | 169,529 | $3,436,352 | 0.49% |