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 | $2,819,278 | +20.7% | 145,436 | +26.3% | 0.16% | +26.6% |
| Q2 2023 | $2,334,901 | +61.9% | 115,190 | +64.9% | 0.12% | +51.2% |
| Q1 2023 | $1,442,124 | +136.2% | 69,870 | +127.6% | 0.08% | +127.8% |
| Q4 2022 | $610,623 | +90.2% | 30,700 | +86.9% | 0.04% | +80.0% |
| Q3 2022 | $321,000 | -36.3% | 16,430 | -32.1% | 0.02% | -33.3% |
| Q2 2022 | $504,000 | -13.6% | 24,205 | -5.5% | 0.03% | 0.0% |
| Q1 2022 | $583,000 | +82.2% | 25,615 | +98.9% | 0.03% | +100.0% |
| Q4 2021 | $320,000 | – | 12,880 | – | 0.02% | – |
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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% |