ISHARES TR's ticker is IBTD and the CUSIP is 46436E882. A total of 20 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $584,493 | -60.9% | 23,549 | -60.9% | 0.59% | -61.2% |
| Q2 2023 | $1,494,675 | +31.1% | 60,245 | +31.1% | 1.52% | +26.9% |
| Q1 2023 | $1,139,723 | +3.8% | 45,938 | +3.4% | 1.20% | +1.4% |
| Q4 2022 | $1,097,746 | +127.3% | 44,443 | +127.9% | 1.18% | +117.9% |
| Q3 2022 | $483,000 | +50.0% | 19,501 | +51.8% | 0.54% | +78.3% |
| Q1 2022 | $322,000 | -1.5% | 12,847 | +0.0% | 0.30% | +5.9% |
| Q4 2021 | $327,000 | – | 12,844 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arlington Trust Co LLC | 2,735,336 | $67,891,040 | 27.87% |
| Arlington Partners LLC | 2,735,336 | $67,891,040 | 27.87% |
| Kerntke Otto McGlone Wealth Management Group | 470,100 | $11,667,888 | 12.03% |
| Campbell Wealth Management | 2,304,679 | $57,202 | 6.96% |
| Trinity Wealth Management, LLC | 384,434 | $9,541,652 | 5.92% |
| Day & Ennis, LLC | 563,026 | $13,974,313 | 5.21% |
| Michael S. Ryan, Inc. | 202,482 | $5,023,569 | 4.79% |
| Keeler Thomas Management LLC | 485,810 | $12,058,771 | 4.46% |
| MV CAPITAL MANAGEMENT, INC. | 1,034,880 | $25,685,731 | 3.43% |
| Vista Private Wealth Partners. LLC | 318,156 | $7,863,214 | 3.29% |