ISHARES TR's ticker is IBTD and the CUSIP is 46436E882. A total of 213 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,240,546 | +2.8% | 332,012 | +2.8% | 0.01% | 0.0% |
| Q2 2023 | $8,013,367 | -28.6% | 322,989 | -28.6% | 0.01% | -30.0% |
| Q1 2023 | $11,217,455 | +5.6% | 452,134 | +5.1% | 0.01% | 0.0% |
| Q4 2022 | $10,625,635 | +55.2% | 430,186 | +55.6% | 0.01% | +42.9% |
| Q3 2022 | $6,848,000 | +5.7% | 276,469 | +6.4% | 0.01% | +16.7% |
| Q2 2022 | $6,477,000 | +14.1% | 259,804 | +14.8% | 0.01% | +20.0% |
| Q1 2022 | $5,679,000 | +39.7% | 226,243 | +41.9% | 0.01% | +66.7% |
| Q4 2021 | $4,064,000 | +95.0% | 159,412 | +96.1% | 0.00% | +50.0% |
| Q3 2021 | $2,084,000 | +278.9% | 81,299 | +278.6% | 0.00% | +100.0% |
| Q2 2021 | $550,000 | – | 21,473 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arlington Trust Co LLC | 2,735,336 | $67,891,040 | 27.87% |
| Arlington Partners LLC | 2,735,336 | $67,891,040 | 27.87% |
| Kerntke Otto McGlone Wealth Management Group | 470,100 | $11,667,888 | 12.03% |
| Campbell Wealth Management | 2,304,679 | $57,202 | 6.96% |
| Trinity Wealth Management, LLC | 384,434 | $9,541,652 | 5.92% |
| Day & Ennis, LLC | 563,026 | $13,974,313 | 5.21% |
| Michael S. Ryan, Inc. | 202,482 | $5,023,569 | 4.79% |
| Keeler Thomas Management LLC | 485,810 | $12,058,771 | 4.46% |
| MV CAPITAL MANAGEMENT, INC. | 1,034,880 | $25,685,731 | 3.43% |
| Vista Private Wealth Partners. LLC | 318,156 | $7,863,214 | 3.29% |