ISHARES TR's ticker is IBTD and the CUSIP is 46436E882. A total of 215 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,286,000 | -1.1% | 454,460 | -1.2% | 0.02% | -4.5% |
| Q2 2023 | $11,415,000 | -2.8% | 459,794 | -2.8% | 0.02% | -15.4% |
| Q1 2023 | $11,740,000 | +4.4% | 472,887 | +3.8% | 0.03% | 0.0% |
| Q4 2022 | $11,248,000 | +9.5% | 455,598 | +10.0% | 0.03% | -7.1% |
| Q3 2022 | $10,269,000 | +40.9% | 414,284 | +41.7% | 0.03% | +47.4% |
| Q2 2022 | $7,286,000 | -1.6% | 292,332 | -0.9% | 0.02% | +18.8% |
| Q1 2022 | $7,402,000 | – | 294,846 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arlington Partners LLC | 14,152,465 | $349,565,886 | 55.42% |
| Cassia Capital Partners, LLC | 678,160 | $16,750,540 | 13.77% |
| Kerntke Otto McGlone Wealth Management Group | 379,060 | $9,363,000 | 10.77% |
| SHUFRO ROSE & CO LLC | 2,784,203 | $68,769,871 | 5.80% |
| Campbell Wealth Management | 1,552,284 | $38,341 | 5.34% |
| Day & Ennis, LLC | 445,858 | $11,012,693 | 4.26% |
| Reliant Wealth Planning | 256,167 | $6,327,325 | 3.84% |
| MV CAPITAL MANAGEMENT, INC. | 917,674 | $22,666,552 | 3.50% |
| IFG Advisory, LLC | 1,398,569 | $34,544 | 3.44% |
| Crumly & Associates Inc. | 361,087 | $8,918,849 | 3.36% |