ISHARES TR's ticker is IBDW and the CUSIP is 46436E486. A total of 53 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,349,083 | +4.6% | 214,346 | +5.6% | 2.70% | -1.2% |
| Q1 2024 | $4,158,093 | +13.9% | 202,933 | +15.4% | 2.74% | +3.6% |
| Q4 2023 | $3,650,857 | +5.5% | 175,776 | -1.5% | 2.64% | -5.2% |
| Q3 2023 | $3,460,583 | -2.4% | 178,519 | +2.1% | 2.78% | -1.6% |
| Q2 2023 | $3,543,987 | -7.1% | 174,839 | -5.4% | 2.83% | -10.4% |
| Q1 2023 | $3,813,162 | +5.7% | 184,745 | +1.8% | 3.16% | -3.0% |
| Q4 2022 | $3,609,000 | +4.4% | 181,425 | +2.4% | 3.25% | -4.4% |
| Q3 2022 | $3,458,000 | -4.8% | 177,244 | +1.5% | 3.40% | -0.3% |
| Q2 2022 | $3,633,000 | -12.0% | 174,623 | +5.2% | 3.41% | +2.3% |
| Q4 2021 | $4,127,000 | – | 166,038 | – | 3.33% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Envision Financial Planning, LLC | 635,807 | $12,900,524 | 9.85% |
| Gateway Advisory, LLC | 1,564,196 | $31,737,548 | 5.39% |
| 4Thought Financial Group Inc. | 214,346 | $4,349,083 | 2.70% |
| Buffington Mohr McNeal | 617,686 | $12,532,843 | 2.20% |
| Guidance Point Advisors, LLC | 337,424 | $6,846,321 | 2.14% |
| Keeler Thomas Management LLC | 283,730 | $5,761,035 | 1.96% |
| SIGMA INVESTMENT COUNSELORS INC | 1,243,314 | $25,226,837 | 1.58% |
| Venture Visionary Partners LLC | 1,677,720 | $34,041,668 | 1.57% |
| Seascape Capital Management | 203,257 | $4,124 | 1.54% |
| Signature Wealth Management Group | 160,053 | $3,247,469 | 1.42% |