ISHARES TR's ticker is IBDW and the CUSIP is 46436E486. A total of 18 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $26,620 | -21.6% | 1,312 | -20.9% | 0.02% | -25.9% |
| Q1 2024 | $33,973 | -1.3% | 1,658 | 0.0% | 0.03% | -15.6% |
| Q4 2023 | $34,436 | +7.1% | 1,658 | 0.0% | 0.03% | -5.9% |
| Q3 2023 | $32,140 | -4.4% | 1,658 | 0.0% | 0.03% | +3.0% |
| Q2 2023 | $33,607 | -1.8% | 1,658 | 0.0% | 0.03% | -10.8% |
| Q1 2023 | $34,221 | -75.4% | 1,658 | -76.3% | 0.04% | -78.2% |
| Q4 2022 | $139,210 | +7.1% | 6,999 | +5.2% | 0.17% | +9.7% |
| Q3 2022 | $130,000 | -30.9% | 6,653 | -26.7% | 0.16% | -25.1% |
| Q2 2022 | $188,000 | -9.2% | 9,073 | 0.0% | 0.21% | +16.3% |
| Q1 2022 | $207,000 | -35.9% | 9,073 | -30.2% | 0.18% | -31.3% |
| Q4 2021 | $323,000 | – | 12,994 | – | 0.26% | – |
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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% |