ISHARES TR's ticker is IBDW and the CUSIP is 46436E486. A total of 109 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $25,226,837 | +14.2% | 1,243,314 | +15.3% | 1.58% | +10.9% |
| Q1 2024 | $22,095,372 | +40.2% | 1,078,349 | +42.1% | 1.42% | +27.9% |
| Q4 2023 | $15,763,258 | +26.1% | 758,944 | +17.7% | 1.11% | +17.9% |
| Q3 2023 | $12,503,454 | +12.6% | 645,007 | +17.7% | 0.94% | +15.7% |
| Q2 2023 | $11,105,220 | +20.3% | 547,865 | +22.5% | 0.82% | +14.0% |
| Q1 2023 | $9,228,285 | – | 447,105 | – | 0.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Envision Financial Planning, LLC | 635,807 | $12,900,524 | 9.85% |
| Gateway Advisory, LLC | 1,564,196 | $31,737,548 | 5.39% |
| 4Thought Financial Group Inc. | 214,346 | $4,349,083 | 2.70% |
| Buffington Mohr McNeal | 617,686 | $12,532,843 | 2.20% |
| Guidance Point Advisors, LLC | 337,424 | $6,846,321 | 2.14% |
| Keeler Thomas Management LLC | 283,730 | $5,761,035 | 1.96% |
| SIGMA INVESTMENT COUNSELORS INC | 1,243,314 | $25,226,837 | 1.58% |
| Venture Visionary Partners LLC | 1,677,720 | $34,041,668 | 1.57% |
| Seascape Capital Management | 203,257 | $4,124 | 1.54% |
| Signature Wealth Management Group | 160,053 | $3,247,469 | 1.42% |