ISHARES TR's ticker is IBTD and the CUSIP is 46436E882. A total of 215 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,696,803 | +18.5% | 1,075,617 | +18.5% | 0.04% | -2.5% |
| Q2 2023 | $22,528,793 | -1.1% | 908,059 | -1.1% | 0.04% | -7.0% |
| Q1 2023 | $22,781,710 | +21.8% | 918,259 | +21.3% | 0.04% | +13.2% |
| Q4 2022 | $18,697,321 | +516.5% | 756,956 | +518.2% | 0.04% | +442.9% |
| Q3 2022 | $3,033,000 | +4639.1% | 122,437 | +4627.3% | 0.01% | – |
| Q2 2022 | $64,000 | +966.7% | 2,590 | +979.2% | 0.00% | – |
| Q1 2022 | $6,000 | -87.8% | 240 | -87.5% | 0.00% | – |
| Q4 2021 | $49,000 | 0.0% | 1,924 | 0.0% | 0.00% | – |
| Q3 2021 | $49,000 | +716.7% | 1,924 | +701.7% | 0.00% | – |
| Q2 2021 | $6,000 | 0.0% | 240 | 0.0% | 0.00% | – |
| Q1 2021 | $6,000 | 0.0% | 240 | 0.0% | 0.00% | – |
| Q4 2020 | $6,000 | – | 240 | – | 0.00% | – |
Download | ||||||
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% |