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 | $638,296 | -66.6% | 25,717 | -66.6% | 0.01% | -68.4% |
| Q2 2023 | $1,912,404 | +33.9% | 77,082 | +33.9% | 0.02% | +26.7% |
| Q1 2023 | $1,428,087 | +15.1% | 57,561 | +14.6% | 0.02% | +36.4% |
| Q4 2022 | $1,241,126 | -99.9% | 50,248 | -27.5% | 0.01% | +22.2% |
| Q3 2022 | $858,858,000 | – | 69,312 | – | 0.01% | – |
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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% |