ISHARES TR's ticker is BYLD and the CUSIP is 46434V787. A total of 39 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $813,405 | +16.2% | 38,055 | +19.3% | 0.01% | +25.0% |
| Q2 2023 | $699,747 | +1.1% | 31,894 | +1.6% | 0.00% | 0.0% |
| Q1 2023 | $691,811 | +4.4% | 31,389 | +2.7% | 0.00% | -20.0% |
| Q4 2022 | $662,736 | +3.1% | 30,571 | +1.2% | 0.01% | 0.0% |
| Q3 2022 | $643,000 | -3.9% | 30,194 | -0.4% | 0.01% | 0.0% |
| Q2 2022 | $669,000 | -6.7% | 30,307 | -0.6% | 0.01% | 0.0% |
| Q1 2022 | $717,000 | +87.2% | 30,487 | +96.4% | 0.01% | -44.4% |
| Q1 2020 | $383,000 | – | 15,524 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Darwin Wealth Management, LLC | 482,033 | $12,460,000 | 2.34% |
| Crumly & Associates Inc. | 47,336 | $1,214,000 | 0.85% |
| Asset Management Group, Inc. | 115,014 | $2,973,000 | 0.72% |
| Financial Insights, Inc. | 32,557 | $842,000 | 0.65% |
| BEAM WEALTH ADVISORS, INC. | 16,823 | $435,000 | 0.41% |
| Atria Investments, Inc | 403,288 | $10,425,000 | 0.25% |
| Summit X, LLC | 32,448 | $838,000 | 0.25% |
| SYM FINANCIAL Corp | 11,501 | $297,000 | 0.22% |
| ARQ WEALTH ADVISORS, LLC | 11,378 | $294,000 | 0.18% |
| Curran Financial Partners, LLC | 8,076 | $209,000 | 0.18% |