ISHARES TR's ticker is IBDW and the CUSIP is 46436E486. A total of 42 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |