ISHARES TR's ticker is IBTD and the CUSIP is 46436E882. A total of 213 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,437,409 | +24.9% | 138,494 | +24.9% | 1.21% | +23.4% |
| Q2 2023 | $2,751,183 | +35.1% | 110,890 | +35.1% | 0.98% | +30.3% |
| Q1 2023 | $2,036,982 | +12.0% | 82,103 | +11.5% | 0.75% | +6.5% |
| Q4 2022 | $1,818,629 | -99.5% | 73,629 | +431.6% | 0.71% | +386.9% |
| Q3 2022 | $343,065,000 | – | 13,850 | – | 0.14% | – |
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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% |