ISHARES TR's ticker is IBDW and the CUSIP is 46436E486. A total of 32 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| Envision Financial Planning, LLC | 442,054 | $8,569,226 | 8.48% |
| 4Thought Financial Group Inc. | 178,519 | $3,460,583 | 2.78% |
| SUMMITRY LLC | 1,983,021 | $38,440,868 | 2.53% |
| Guidance Point Advisors, LLC | 200,703 | $3,890,620 | 1.58% |
| ARROW FINANCIAL CORP | 577,763 | $11,199,935 | 1.31% |
| Platte River Wealth Advisors, LLC | 178,256 | $3,455,493 | 1.26% |
| Buffington Mohr McNeal | 236,807 | $4,590,505 | 1.04% |
| SYKON CAPITAL LLC | 121,558 | $2,356,402 | 1.01% |
| Aptus Capital Advisors, LLC | 1,910,096 | $37,027,211 | 1.01% |
| SIGMA INVESTMENT COUNSELORS INC | 645,007 | $12,503,454 | 0.94% |