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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,810,161 | -1.1% | 196,552 | +3.4% | 0.35% | +0.9% |
| Q2 2023 | $3,853,206 | -0.9% | 190,094 | +0.9% | 0.35% | +5.8% |
| Q1 2023 | $3,888,513 | +182.6% | 188,396 | +172.3% | 0.33% | +149.6% |
| Q4 2022 | $1,376,070 | -55.1% | 69,184 | -56.0% | 0.13% | -64.2% |
| Q3 2022 | $3,064,000 | -5.3% | 157,065 | +1.1% | 0.37% | -2.7% |
| Q2 2022 | $3,234,000 | +48.8% | 155,430 | +62.6% | 0.38% | +69.4% |
| Q1 2022 | $2,174,000 | – | 95,577 | – | 0.22% | – |
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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% |