ISHARES TR's ticker is BYLD and the CUSIP is 46434V787. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,800,730 | -2.8% | 177,815 | -1.0% | 1.02% | +1.6% |
| Q2 2023 | $3,909,475 | +1.7% | 179,617 | +2.5% | 1.01% | -3.5% |
| Q1 2023 | $3,844,444 | -2.6% | 175,305 | -1.7% | 1.04% | +2.1% |
| Q4 2022 | $3,945,693 | -3.9% | 178,377 | -7.8% | 1.02% | -0.5% |
| Q3 2022 | $4,104,000 | -10.4% | 193,444 | -4.9% | 1.03% | +10.8% |
| Q2 2022 | $4,579,000 | +15.5% | 203,343 | +20.6% | 0.93% | +42.2% |
| Q1 2022 | $3,966,000 | -0.3% | 168,622 | +3.8% | 0.65% | +3.8% |
| Q4 2021 | $3,976,000 | +10.8% | 162,399 | +13.7% | 0.63% | +9.2% |
| Q3 2021 | $3,587,000 | +3.6% | 142,868 | +4.3% | 0.57% | +2.0% |
| Q2 2021 | $3,461,000 | -63.8% | 136,999 | -64.3% | 0.56% | -66.2% |
| Q1 2021 | $9,552,000 | -23.3% | 383,334 | -20.5% | 1.67% | -28.7% |
| Q4 2020 | $12,460,000 | +57.2% | 482,033 | +56.5% | 2.34% | +36.6% |
| Q3 2020 | $7,926,000 | +6.0% | 308,085 | +5.5% | 1.71% | -10.1% |
| Q2 2020 | $7,480,000 | +77.6% | 292,008 | +70.6% | 1.90% | +42.3% |
| Q1 2020 | $4,212,000 | +494.9% | 171,143 | +520.5% | 1.34% | +608.5% |
| Q4 2019 | $708,000 | +117.2% | 27,582 | +116.6% | 0.19% | +96.9% |
| Q3 2019 | $326,000 | – | 12,735 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Crumly & Associates Inc. | 117,162 | $3,015,000 | 2.58% |
| Darwin Wealth Management, LLC | 308,085 | $7,926,000 | 1.71% |
| Asset Management Group, Inc. | 116,140 | $2,988,000 | 0.87% |
| Trilogy Capital Inc. | 346,792 | $8,923,000 | 0.85% |
| BEAM WEALTH ADVISORS, INC. | 20,517 | $528,000 | 0.49% |
| Financial Insights, Inc. | 17,844 | $459,000 | 0.39% |
| Atria Investments, Inc | 436,656 | $11,235,000 | 0.34% |
| SYM FINANCIAL Corp | 11,500 | $296,000 | 0.22% |
| Prospera Financial Services Inc | 18,725 | $482,000 | 0.18% |
| Laurel Wealth Advisors, Inc. | 36,329 | $935,000 | 0.15% |