ISHARES TR's ticker is IBTD and the CUSIP is 46436E882. A total of 171 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $66,019,273 | +4.2% | 2,659,922 | +4.2% | 0.26% | +4.1% |
| Q2 2023 | $63,341,141 | +109310.7% | 2,553,048 | +9.4% | 0.24% | -1.6% |
| Q1 2023 | $57,893 | +13.1% | 2,333,477 | +12.6% | 0.25% | -3.1% |
| Q4 2022 | $51,204 | -99.7% | 2,073,053 | +209.7% | 0.26% | +198.8% |
| Q3 2022 | $16,581,000 | +116.4% | 669,428 | +117.8% | 0.09% | +109.8% |
| Q2 2022 | $7,663,000 | – | 307,382 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cassia Capital Partners, LLC | 668,282 | $16,553,000 | 15.16% |
| IFG Advisory, LLC | 1,355,716 | $33,581,000 | 3.05% |
| STUDIO INVESTMENT MANAGEMENT LLC | 311,040 | $7,704,461,000 | 2.77% |
| Reliant Wealth Planning | 259,709 | $6,432,000 | 2.73% |
| Richard P Slaughter Associates Inc | 254,059 | $6,293,000 | 2.63% |
| Campbell Wealth Management | 573,542 | $14,207,000 | 2.05% |
| SUMMITRY LLC | 1,086,953 | $26,924,000 | 2.03% |
| Safeguard Financial, LLC | 78,270 | $1,939,000 | 1.80% |
| OLD SECOND NATIONAL BANK OF AURORA | 216,064 | $5,352,000 | 1.65% |
| Royal Harbor Partners, LLC | 90,477 | $2,241,000 | 1.53% |