ISHARES TR's ticker is IBDW and the CUSIP is 46436E486. A total of 42 filers reported holding ISHARES TR in Q4 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 ↓ |
|---|---|---|---|
| Envision Financial Planning, LLC | 442,054 | $8,569,226 | 8.48% |
| 4Thought Financial Group Inc. | 178,519 | $3,460,583 | 2.78% |
| SUMMITRY LLC | 1,983,021 | $38,440,868 | 2.53% |
| Guidance Point Advisors, LLC | 200,703 | $3,890,620 | 1.58% |
| ARROW FINANCIAL CORP | 577,763 | $11,199,935 | 1.31% |
| Platte River Wealth Advisors, LLC | 178,256 | $3,455,493 | 1.26% |
| Buffington Mohr McNeal | 236,807 | $4,590,505 | 1.04% |
| SYKON CAPITAL LLC | 121,558 | $2,356,402 | 1.01% |
| Aptus Capital Advisors, LLC | 1,910,096 | $37,027,211 | 1.01% |
| SIGMA INVESTMENT COUNSELORS INC | 645,007 | $12,503,454 | 0.94% |