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 | $2,021 | -52.5% | 81,770 | -52.3% | 0.67% | -51.7% |
| Q2 2023 | $4,252 | -3.9% | 171,399 | -3.9% | 1.39% | -9.3% |
| Q1 2023 | $4,424 | +36.0% | 178,327 | +35.4% | 1.53% | +34.8% |
| Q4 2022 | $3,252 | -99.8% | 131,657 | +119.3% | 1.14% | +97.4% |
| Q3 2022 | $1,487,000 | +22.4% | 60,035 | +23.0% | 0.58% | +26.0% |
| Q2 2022 | $1,215,000 | +0.4% | 48,795 | +1.2% | 0.46% | +11.7% |
| Q1 2022 | $1,210,000 | +34.9% | 48,200 | +36.9% | 0.41% | +38.2% |
| Q4 2021 | $897,000 | – | 35,200 | – | 0.30% | – |
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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% |