ISHARES TR's ticker is IBDW and the CUSIP is 46436E486. A total of 77 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,086 | -4.3% | 56 | 0.0% | 0.00% | – |
Q2 2023 | $1,135 | -1.8% | 56 | 0.0% | 0.00% | – |
Q1 2023 | $1,156 | +3.8% | 56 | 0.0% | 0.00% | – |
Q4 2022 | $1,114 | +11.4% | 56 | +12.0% | 0.00% | – |
Q3 2022 | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – |
Q2 2022 | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – |
Q1 2022 | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – |
Q4 2021 | $1,000 | -100.0% | 50 | -100.0% | 0.00% | – |
Q3 2021 | $6,750,000 | -10.7% | 270,000 | -10.0% | 0.00% | – |
Q2 2021 | $7,559,000 | – | 300,000 | – | 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% |