ISHARES TR's ticker is BYLD and the CUSIP is 46434V787. A total of 32 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $976,637 | +14.9% | 44,312 | +13.0% | 0.18% | +6.9% |
| Q4 2022 | $850,304 | +4.5% | 39,223 | +2.6% | 0.17% | 0.0% |
| Q3 2022 | $814,000 | +4.2% | 38,241 | +7.9% | 0.17% | +4.2% |
| Q2 2022 | $781,000 | +8.2% | 35,431 | +15.4% | 0.17% | +26.7% |
| Q1 2022 | $722,000 | +2.0% | 30,702 | +8.3% | 0.13% | -7.1% |
| Q4 2021 | $708,000 | – | 28,353 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Darwin Wealth Management, LLC | 482,033 | $12,460,000 | 2.34% |
| Crumly & Associates Inc. | 47,336 | $1,214,000 | 0.85% |
| Asset Management Group, Inc. | 115,014 | $2,973,000 | 0.72% |
| Financial Insights, Inc. | 32,557 | $842,000 | 0.65% |
| BEAM WEALTH ADVISORS, INC. | 16,823 | $435,000 | 0.41% |
| Atria Investments, Inc | 403,288 | $10,425,000 | 0.25% |
| Summit X, LLC | 32,448 | $838,000 | 0.25% |
| SYM FINANCIAL Corp | 11,501 | $297,000 | 0.22% |
| ARQ WEALTH ADVISORS, LLC | 11,378 | $294,000 | 0.18% |
| Curran Financial Partners, LLC | 8,076 | $209,000 | 0.18% |