ISHARES TR's ticker is IBDW and the CUSIP is 46436E486. A total of 20 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $38,818,886 | +17.3% | 1,913,203 | +18.4% | 0.88% | +13.9% |
| Q1 2024 | $33,097,851 | +36.3% | 1,615,317 | +38.2% | 0.77% | +26.6% |
| Q4 2023 | $24,278,273 | +36.7% | 1,168,911 | +27.5% | 0.61% | +23.8% |
| Q3 2023 | $17,766,420 | +145.7% | 916,503 | +157.0% | 0.49% | +123.6% |
| Q2 2023 | $7,229,725 | +158.0% | 356,671 | +162.7% | 0.22% | +165.1% |
| Q1 2023 | $2,801,844 | +162703.3% | 135,748 | +56.9% | 0.08% | +59.6% |
| Q4 2022 | $1,721 | -99.9% | 86,512 | -1.6% | 0.05% | -11.9% |
| Q3 2022 | $1,716,000 | -8.2% | 87,945 | -2.1% | 0.06% | -4.8% |
| Q2 2022 | $1,869,000 | -10.5% | 89,837 | -2.2% | 0.06% | -3.1% |
| Q1 2022 | $2,088,000 | – | 91,831 | – | 0.06% | – |
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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% |