ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 1 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,531,000 | -4.3% | 61,182 | -4.4% | 0.24% | +12.4% |
| Q2 2022 | $1,600,000 | -32.8% | 63,992 | -32.7% | 0.22% | -25.1% |
| Q1 2022 | $2,380,000 | +3.0% | 95,057 | +3.5% | 0.29% | +8.2% |
| Q4 2021 | $2,310,000 | -1.1% | 91,884 | -0.4% | 0.27% | -8.2% |
| Q3 2021 | $2,336,000 | +21.3% | 92,258 | +21.6% | 0.29% | +18.6% |
| Q2 2021 | $1,926,000 | -2.2% | 75,842 | -2.0% | 0.25% | -10.8% |
| Q1 2021 | $1,970,000 | -6.6% | 77,380 | -6.2% | 0.28% | -13.4% |
| Q4 2020 | $2,110,000 | – | 82,509 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Argent Wealth Management LLC | 1,295,239 | $33,184,000 | 5.51% |
| MV CAPITAL MANAGEMENT, INC. | 569,489 | $14,624,000 | 3.44% |
| PFG Private Wealth Management, LLC | 136,488 | $3,505,000 | 3.30% |
| First Fiduciary Investment Counsel, Inc. | 72,595 | $18,642,000 | 3.27% |
| Day & Ennis, LLC | 248,320 | $6,377,000 | 3.15% |
| AlphaMark Advisors, LLC | 265,510 | $6,818,000 | 2.94% |
| RVW Wealth, LLC | 623,715 | $16,017,000 | 2.93% |
| Aptus Capital Advisors, LLC | 1,675,920 | $42,942,000 | 2.70% |
| Fragasso Group Inc. | 582,420 | $14,951,000 | 2.54% |
| Matthew Goff Investment Advisor, LLC | 301,923 | $7,753,000 | 2.54% |