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 | $1,673,836 | +18.6% | 67,439 | +18.6% | 0.38% | +20.7% |
| Q2 2023 | $1,411,069 | +23.9% | 56,875 | +23.9% | 0.31% | +19.4% |
| Q1 2023 | $1,138,928 | +129.5% | 45,906 | +128.5% | 0.26% | +113.8% |
| Q4 2022 | $496,370 | -49.1% | 20,092 | -49.0% | 0.12% | -50.4% |
| Q3 2022 | $976,000 | +0.7% | 39,400 | +1.4% | 0.25% | +3.3% |
| Q2 2022 | $969,000 | -0.6% | 38,864 | 0.0% | 0.24% | +7.1% |
| Q1 2022 | $975,000 | -15.4% | 38,864 | -14.0% | 0.22% | -13.8% |
| Q4 2021 | $1,152,000 | +39.3% | 45,182 | +40.1% | 0.26% | +28.7% |
| Q3 2021 | $827,000 | +0.5% | 32,256 | +0.5% | 0.20% | -2.4% |
| Q2 2021 | $823,000 | +124.3% | 32,100 | +124.2% | 0.21% | +102.9% |
| Q1 2021 | $367,000 | -75.1% | 14,319 | -75.0% | 0.10% | -67.9% |
| Q4 2020 | $1,472,000 | – | 57,276 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arlington Trust Co LLC | 2,735,336 | $67,891,040 | 27.87% |
| Arlington Partners LLC | 2,735,336 | $67,891,040 | 27.87% |
| Kerntke Otto McGlone Wealth Management Group | 470,100 | $11,667,888 | 12.03% |
| Campbell Wealth Management | 2,304,679 | $57,202 | 6.96% |
| Trinity Wealth Management, LLC | 384,434 | $9,541,652 | 5.92% |
| Day & Ennis, LLC | 563,026 | $13,974,313 | 5.21% |
| Michael S. Ryan, Inc. | 202,482 | $5,023,569 | 4.79% |
| Keeler Thomas Management LLC | 485,810 | $12,058,771 | 4.46% |
| MV CAPITAL MANAGEMENT, INC. | 1,034,880 | $25,685,731 | 3.43% |
| Denver PWM, LLC | 318,156 | $7,863,214 | 3.29% |