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 | $240 | -96.2% | 9,687 | -96.2% | 0.01% | -96.0% |
| Q2 2023 | $6,382 | -99.1% | 257,249 | +775.8% | 0.28% | +1008.0% |
| Q1 2022 | $737,000 | – | 29,372 | – | 0.02% | – |
| Q2 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2021 | $1,030,000 | +162.8% | 40,158 | +163.6% | 0.06% | +93.1% |
| Q3 2020 | $392,000 | – | 15,235 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cassia Capital Partners, LLC | 668,282 | $16,553,000 | 15.16% |
| IFG Advisory, LLC | 1,355,716 | $33,581,000 | 3.05% |
| STUDIO INVESTMENT MANAGEMENT LLC | 311,040 | $7,704,461,000 | 2.77% |
| Reliant Wealth Planning | 259,709 | $6,432,000 | 2.73% |
| Richard P Slaughter Associates Inc | 254,059 | $6,293,000 | 2.63% |
| Campbell Wealth Management | 573,542 | $14,207,000 | 2.05% |
| SUMMITRY LLC | 1,086,953 | $26,924,000 | 2.03% |
| Safeguard Financial, LLC | 78,270 | $1,939,000 | 1.80% |
| OLD SECOND NATIONAL BANK OF AURORA | 216,064 | $5,352,000 | 1.65% |
| Royal Harbor Partners, LLC | 90,477 | $2,241,000 | 1.53% |