ISHARES TR's ticker is BYLD and the CUSIP is 46434V787. A total of 39 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $371,269 | -3.3% | 17,370 | -0.8% | 0.01% | -6.7% |
| Q2 2023 | $384,015 | -9.5% | 17,503 | -9.1% | 0.02% | -11.8% |
| Q1 2023 | $424,268 | -3.4% | 19,250 | -5.0% | 0.02% | -22.7% |
| Q4 2022 | $439,232 | +9.3% | 20,261 | +7.4% | 0.02% | +4.8% |
| Q3 2022 | $402,000 | -4.3% | 18,861 | -1.0% | 0.02% | 0.0% |
| Q2 2022 | $420,000 | -6.2% | 19,045 | 0.0% | 0.02% | +10.5% |
| Q1 2022 | $448,000 | -5.9% | 19,045 | 0.0% | 0.02% | -9.5% |
| Q4 2021 | $476,000 | -17.1% | 19,045 | -16.6% | 0.02% | -27.6% |
| Q3 2021 | $574,000 | -2.2% | 22,845 | -1.7% | 0.03% | 0.0% |
| Q2 2021 | $587,000 | -6.2% | 23,245 | -7.5% | 0.03% | -21.6% |
| Q1 2021 | $626,000 | +19.7% | 25,125 | +24.2% | 0.04% | +2.8% |
| Q4 2020 | $523,000 | +8.5% | 20,225 | +8.0% | 0.04% | -80.4% |
| Q3 2020 | $482,000 | +86.1% | 18,725 | +84.9% | 0.18% | +700.0% |
| Q2 2020 | $259,000 | – | 10,125 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Darwin Wealth Management, LLC | 482,033 | $12,460,000 | 2.34% |
| Crumly & Associates Inc. | 47,336 | $1,214,000 | 0.85% |
| Asset Management Group, Inc. | 115,014 | $2,973,000 | 0.72% |
| Financial Insights, Inc. | 32,557 | $842,000 | 0.65% |
| BEAM WEALTH ADVISORS, INC. | 16,823 | $435,000 | 0.41% |
| Atria Investments, Inc | 403,288 | $10,425,000 | 0.25% |
| Summit X, LLC | 32,448 | $838,000 | 0.25% |
| SYM FINANCIAL Corp | 11,501 | $297,000 | 0.22% |
| ARQ WEALTH ADVISORS, LLC | 11,378 | $294,000 | 0.18% |
| Curran Financial Partners, LLC | 8,076 | $209,000 | 0.18% |