ISHARES TR's ticker is IBDW and the CUSIP is 46436E486. A total of 32 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $20,624,123 | -4.2% | 1,016,467 | -3.2% | 0.03% | -9.4% |
Q1 2024 | $21,521,661 | -48.7% | 1,050,349 | -48.0% | 0.03% | -52.9% |
Q4 2023 | $41,976,295 | +9.3% | 2,021,006 | +2.0% | 0.07% | -2.9% |
Q3 2023 | $38,412,327 | -1.3% | 1,981,549 | +3.2% | 0.07% | +1.4% |
Q2 2023 | $38,923,650 | -1.7% | 1,920,259 | +0.1% | 0.07% | -8.0% |
Q1 2023 | $39,595,865 | +163.5% | 1,918,395 | +153.9% | 0.08% | +150.0% |
Q4 2022 | $15,029,242 | +80.5% | 755,618 | +77.1% | 0.03% | +57.9% |
Q3 2022 | $8,326,000 | – | 426,763 | – | 0.02% | – |
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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% |