ISHARES TR's ticker is IBDW and the CUSIP is 46436E486. A total of 53 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 442,054 | $8,569,226 | 8.48% |
| 4Thought Financial Group Inc. | 178,519 | $3,460,583 | 2.78% |
| SUMMITRY LLC | 1,983,021 | $38,440,868 | 2.53% |
| Guidance Point Advisors, LLC | 200,703 | $3,890,620 | 1.58% |
| ARROW FINANCIAL CORP | 577,763 | $11,199,935 | 1.31% |
| Platte River Wealth Advisors, LLC | 178,256 | $3,455,493 | 1.26% |
| Buffington Mohr McNeal | 236,807 | $4,590,505 | 1.04% |
| SYKON CAPITAL LLC | 121,558 | $2,356,402 | 1.01% |
| Aptus Capital Advisors, LLC | 1,910,096 | $37,027,211 | 1.01% |
| SIGMA INVESTMENT COUNSELORS INC | 645,007 | $12,503,454 | 0.94% |