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 | $57,202 | -50.3% | 2,304,679 | -50.3% | 6.96% | -32.8% |
| Q2 2023 | $115,080 | +113.0% | 4,638,438 | +113.0% | 10.36% | +53.0% |
| Q1 2023 | $54,040 | +40.9% | 2,178,145 | +40.3% | 6.77% | +26.9% |
| Q4 2022 | $38,341 | -99.7% | 1,552,284 | +170.6% | 5.34% | +159.9% |
| Q3 2022 | $14,207,000 | – | 573,542 | – | 2.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arlington Partners LLC | 14,152,465 | $349,565,886 | 55.42% |
| Cassia Capital Partners, LLC | 678,160 | $16,750,540 | 13.77% |
| Kerntke Otto McGlone Wealth Management Group | 379,060 | $9,363,000 | 10.77% |
| SHUFRO ROSE & CO LLC | 2,784,203 | $68,769,871 | 5.80% |
| Campbell Wealth Management | 1,552,284 | $38,341 | 5.34% |
| Day & Ennis, LLC | 445,858 | $11,012,693 | 4.26% |
| Reliant Wealth Planning | 256,167 | $6,327,325 | 3.84% |
| MV CAPITAL MANAGEMENT, INC. | 917,674 | $22,666,552 | 3.50% |
| IFG Advisory, LLC | 1,398,569 | $34,544 | 3.44% |
| Crumly & Associates Inc. | 361,087 | $8,918,849 | 3.36% |