ISHARES TR's ticker is IBTD and the CUSIP is 46436E882. A total of 171 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,763 | +4.1% | 8,814 | +4.0% | 0.03% | +7.4% |
| Q2 2023 | $210,240 | 0.0% | 8,474 | 0.0% | 0.03% | -6.9% |
| Q1 2023 | $210,240 | +92926.5% | 8,474 | -7.5% | 0.03% | -14.7% |
| Q4 2022 | $226 | -99.9% | 9,159 | -41.4% | 0.03% | -46.0% |
| Q3 2022 | $387,000 | +98.5% | 15,619 | +99.8% | 0.06% | +110.0% |
| Q2 2022 | $195,000 | – | 7,819 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arlington Partners LLC | 15,722,396 | $390,072,645 | 55.49% |
| Cassia Capital Partners, LLC | 665,145 | $16,502,247 | 13.25% |
| Kerntke Otto McGlone Wealth Management Group | 427,654 | $10,610,000 | 10.91% |
| American Planning Services, Inc. | 548,412 | $13,606,102 | 9.22% |
| Campbell Wealth Management | 2,178,145 | $54,040 | 6.77% |
| Trinity Wealth Management, LLC | 358,745 | $8,900,463 | 5.84% |
| Keeler Thomas Management LLC | 407,722 | $10,115,590 | 4.75% |
| Day & Ennis, LLC | 499,707 | $12,397,731 | 4.59% |
| Reliant Wealth Planning | 251,996 | $6,252,021 | 3.88% |
| MV CAPITAL MANAGEMENT, INC. | 1,071,139 | $26,574,968 | 3.73% |