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 | ||||
|---|---|---|---|---|---|---|
| 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 Partners LLC | 15,722,396 | $390,072,645 | 55.49% |
| Cassia Capital Partners, LLC | 665,145 | $16,502,247 | 13.25% |
| Kerntke Otto McGlone Wealth Management Group | 427,654 | $10,610,000 | 10.91% |
| American Planning Services, Inc. | 548,412 | $13,606,102 | 9.22% |
| Campbell Wealth Management | 2,178,145 | $54,040 | 6.77% |
| Trinity Wealth Management, LLC | 358,745 | $8,900,463 | 5.84% |
| Keeler Thomas Management LLC | 407,722 | $10,115,590 | 4.75% |
| Day & Ennis, LLC | 499,707 | $12,397,731 | 4.59% |
| Reliant Wealth Planning | 251,996 | $6,252,021 | 3.88% |
| MV CAPITAL MANAGEMENT, INC. | 1,071,139 | $26,574,968 | 3.73% |