ISHARES TR's ticker is IBDW and the CUSIP is 46436E486. A total of 61 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,616,760 | +1.4% | 572,536 | +2.4% | 0.03% | 0.0% |
| Q1 2024 | $11,459,433 | +8.1% | 559,269 | +9.6% | 0.03% | -5.7% |
| Q4 2023 | $10,600,763 | +13.3% | 510,388 | +5.8% | 0.04% | -2.8% |
| Q3 2023 | $9,354,810 | +18.1% | 482,579 | +23.5% | 0.04% | +16.1% |
| Q2 2023 | $7,918,318 | +109480.9% | 390,642 | +11.6% | 0.03% | 0.0% |
| Q1 2023 | $7,226 | – | 350,111 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Envision Financial Planning, LLC | 635,807 | $12,900,524 | 9.85% |
| Gateway Advisory, LLC | 1,564,196 | $31,737,548 | 5.39% |
| 4Thought Financial Group Inc. | 214,346 | $4,349,083 | 2.70% |
| Buffington Mohr McNeal | 617,686 | $12,532,843 | 2.20% |
| Guidance Point Advisors, LLC | 337,424 | $6,846,321 | 2.14% |
| Keeler Thomas Management LLC | 283,730 | $5,761,035 | 1.96% |
| SIGMA INVESTMENT COUNSELORS INC | 1,243,314 | $25,226,837 | 1.58% |
| Venture Visionary Partners LLC | 1,677,720 | $34,041,668 | 1.57% |
| Seascape Capital Management | 203,257 | $4,124 | 1.54% |
| Signature Wealth Management Group | 160,053 | $3,247,469 | 1.42% |