ISHARES TR's ticker is IBTD and the CUSIP is 46436E882. A total of 213 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,359,677 | +27.4% | 739,713 | +27.3% | 0.01% | +20.0% |
| Q2 2023 | $14,412,129 | +19.9% | 580,900 | +19.9% | 0.01% | 0.0% |
| Q1 2023 | $12,017,542 | -19.2% | 484,383 | -19.5% | 0.01% | -28.6% |
| Q4 2022 | $14,868,585 | +310.7% | 601,967 | +311.9% | 0.01% | +250.0% |
| Q3 2022 | $3,620,000 | +332.5% | 146,158 | +345.2% | 0.00% | – |
| Q4 2021 | $837,000 | -50.7% | 32,828 | -50.4% | 0.00% | -100.0% |
| Q3 2021 | $1,698,000 | +579.2% | 66,245 | +579.2% | 0.00% | – |
| Q2 2021 | $250,000 | -63.7% | 9,754 | -63.7% | 0.00% | – |
| Q1 2021 | $689,000 | +236.1% | 26,870 | +237.2% | 0.00% | – |
| Q4 2020 | $205,000 | -69.0% | 7,968 | -69.0% | 0.00% | – |
| Q3 2020 | $661,000 | -17.1% | 25,693 | -17.0% | 0.00% | -100.0% |
| Q2 2020 | $797,000 | – | 30,950 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arlington Trust Co LLC | 2,735,336 | $67,891,040 | 27.87% |
| Arlington Partners LLC | 2,735,336 | $67,891,040 | 27.87% |
| Kerntke Otto McGlone Wealth Management Group | 470,100 | $11,667,888 | 12.03% |
| Campbell Wealth Management | 2,304,679 | $57,202 | 6.96% |
| Trinity Wealth Management, LLC | 384,434 | $9,541,652 | 5.92% |
| Day & Ennis, LLC | 563,026 | $13,974,313 | 5.21% |
| Michael S. Ryan, Inc. | 202,482 | $5,023,569 | 4.79% |
| Keeler Thomas Management LLC | 485,810 | $12,058,771 | 4.46% |
| MV CAPITAL MANAGEMENT, INC. | 1,034,880 | $25,685,731 | 3.43% |
| Vista Private Wealth Partners. LLC | 318,156 | $7,863,214 | 3.29% |