ISHARES TR's ticker is IBDW and the CUSIP is 46436E486. A total of 77 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Envision Financial Planning, LLC | 442,054 | $8,569,226 | 8.48% |
| 4Thought Financial Group Inc. | 178,519 | $3,460,583 | 2.78% |
| SUMMITRY LLC | 1,983,021 | $38,440,868 | 2.53% |
| Guidance Point Advisors, LLC | 200,703 | $3,890,620 | 1.58% |
| ARROW FINANCIAL CORP | 577,763 | $11,199,935 | 1.31% |
| Platte River Wealth Advisors, LLC | 178,256 | $3,455,493 | 1.26% |
| Buffington Mohr McNeal | 236,807 | $4,590,505 | 1.04% |
| SYKON CAPITAL LLC | 121,558 | $2,356,402 | 1.01% |
| Aptus Capital Advisors, LLC | 1,910,096 | $37,027,211 | 1.01% |
| SIGMA INVESTMENT COUNSELORS INC | 645,007 | $12,503,454 | 0.94% |