ISHARES TR's ticker is IBDW and the CUSIP is 46436E486. A total of 31 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 174,839 | $3,543,987 | 2.83% |
| SUMMITRY LLC | 1,403,410 | $28,447,129 | 1.80% |
| Guidance Point Advisors, LLC | 182,491 | $3,699,075 | 1.42% |
| Platte River Wealth Advisors, LLC | 191,626 | $3,884,259 | 1.36% |
| Signature Wealth Management Group | 123,263 | $2,498,541 | 1.16% |
| ARROW FINANCIAL CORP | 399,775 | $8,103,440 | 0.98% |
| SIGMA INVESTMENT COUNSELORS INC | 547,865 | $11,105,220 | 0.82% |
| Aptus Capital Advisors, LLC | 1,484,841 | $30,097,727 | 0.72% |
| Venture Visionary Partners LLC | 422,254 | $8,559,105 | 0.50% |
| CGN Advisors LLC | 169,529 | $3,436,352 | 0.49% |