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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,016,615 | +10.9% | 40,976 | +10.9% | 0.51% | +11.5% |
| Q1 2023 | $916,804 | +2.2% | 36,953 | +1.8% | 0.45% | +4.4% |
| Q4 2022 | $896,687 | -0.4% | 36,296 | -0.1% | 0.44% | -5.6% |
| Q3 2022 | $900,000 | -11.6% | 36,322 | -11.0% | 0.46% | -8.3% |
| Q2 2022 | $1,018,000 | +86.1% | 40,820 | +87.2% | 0.50% | +134.0% |
| Q1 2022 | $547,000 | – | 21,809 | – | 0.22% | – |
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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% |