ISHARES TR's ticker is IBDW and the CUSIP is 46436E486. A total of 31 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,498,541 | +1.6% | 123,263 | +3.5% | 1.16% | -0.3% |
| Q1 2023 | $2,458,236 | +24.6% | 119,100 | +20.1% | 1.17% | +20.8% |
| Q4 2022 | $1,972,332 | +35.4% | 99,162 | +32.8% | 0.96% | +30.4% |
| Q3 2022 | $1,457,000 | +25.8% | 74,689 | +34.2% | 0.74% | +31.4% |
| Q2 2022 | $1,158,000 | – | 55,663 | – | 0.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 181,425 | $3,609,000 | 3.25% |
| Sargent Bickham Lagudis LLC | 920,548 | $18,309,747 | 1.50% |
| Signature Wealth Management Group | 99,162 | $1,972,332 | 0.96% |
| ARROW FINANCIAL CORP | 289,959 | $5,767 | 0.78% |
| Aptus Capital Advisors, LLC | 1,195,540 | $23,779,291 | 0.73% |
| CGN Advisors LLC | 149,559 | $2,974,721 | 0.52% |
| LITTLE HOUSE CAPITAL LLC | 45,176 | $898,559 | 0.44% |
| Venture Visionary Partners LLC | 186,369 | $3,706,880 | 0.27% |
| Archford Capital Strategies, LLC | 44,930 | $893,658 | 0.20% |
| Timber Creek Capital Management LLC | 24,224 | $481,815 | 0.18% |