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 | $6,196,735 | +3.7% | 249,667 | +3.7% | 3.29% | -8.8% |
| Q2 2023 | $5,973,479 | -4.5% | 240,769 | -4.5% | 3.60% | -7.0% |
| Q1 2023 | $6,252,021 | -1.2% | 251,996 | -1.6% | 3.88% | +1.0% |
| Q4 2022 | $6,327,325 | -1.6% | 256,167 | -1.4% | 3.84% | +40.6% |
| Q3 2022 | $6,432,000 | +4.6% | 259,709 | +5.3% | 2.73% | +5.8% |
| Q2 2022 | $6,149,000 | – | 246,658 | – | 2.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arlington Partners LLC | 15,722,396 | $390,072,645 | 55.49% |
| Cassia Capital Partners, LLC | 665,145 | $16,502,247 | 13.25% |
| Kerntke Otto McGlone Wealth Management Group | 427,654 | $10,610,000 | 10.91% |
| American Planning Services, Inc. | 548,412 | $13,606,102 | 9.22% |
| Campbell Wealth Management | 2,178,145 | $54,040 | 6.77% |
| Trinity Wealth Management, LLC | 358,745 | $8,900,463 | 5.84% |
| Keeler Thomas Management LLC | 407,722 | $10,115,590 | 4.75% |
| Day & Ennis, LLC | 499,707 | $12,397,731 | 4.59% |
| Reliant Wealth Planning | 251,996 | $6,252,021 | 3.88% |
| MV CAPITAL MANAGEMENT, INC. | 1,071,139 | $26,574,968 | 3.73% |