ISHARES TR's ticker is IBTD and the CUSIP is 46436E882. A total of 211 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,041,995 | -38.4% | 364,303 | -38.4% | 0.25% | -44.1% |
| Q2 2023 | $14,670,314 | -0.2% | 591,307 | -0.2% | 0.45% | +3.2% |
| Q1 2023 | $14,703,337 | +173431.7% | 592,638 | +72.8% | 0.43% | +69.1% |
| Q4 2022 | $8,473 | -99.9% | 343,027 | +3.6% | 0.26% | -8.9% |
| Q3 2022 | $8,199,000 | – | 331,014 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arlington Partners LLC | 14,152,465 | $349,565,886 | 55.42% |
| Cassia Capital Partners, LLC | 678,160 | $16,750,540 | 13.77% |
| Kerntke Otto McGlone Wealth Management Group | 379,060 | $9,363,000 | 10.77% |
| SHUFRO ROSE & CO LLC | 2,784,203 | $68,769,871 | 5.80% |
| Campbell Wealth Management | 1,552,284 | $38,341 | 5.34% |
| Day & Ennis, LLC | 445,858 | $11,012,693 | 4.26% |
| Reliant Wealth Planning | 256,167 | $6,327,325 | 3.84% |
| MV CAPITAL MANAGEMENT, INC. | 917,674 | $22,666,552 | 3.50% |
| IFG Advisory, LLC | 1,398,569 | $34,544 | 3.44% |
| Crumly & Associates Inc. | 361,087 | $8,918,849 | 3.36% |