ISHARES TR's ticker is IBDW and the CUSIP is 46436E486. A total of 31 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,067,644 | -11.0% | 147,696 | -16.9% | 0.42% | -8.4% |
| Q3 2023 | $3,446,156 | +0.3% | 177,774 | +4.9% | 0.46% | -5.9% |
| Q2 2023 | $3,436,352 | +8.3% | 169,529 | +10.3% | 0.49% | -1.4% |
| Q1 2023 | $3,173,430 | +6.7% | 153,751 | +2.8% | 0.50% | -4.4% |
| Q4 2022 | $2,974,721 | +57.4% | 149,559 | +54.4% | 0.52% | +10.3% |
| Q3 2022 | $1,890,000 | +83.3% | 96,869 | +95.4% | 0.47% | +62.9% |
| Q2 2022 | $1,031,000 | +60.3% | 49,575 | +75.2% | 0.29% | +81.9% |
| Q1 2022 | $643,000 | – | 28,289 | – | 0.16% | – |
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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% |