ISHARES TR's ticker is BYLD and the CUSIP is 46434V787. A total of 39 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $311,395 | -25.8% | 14,568 | -23.9% | 0.12% | -22.3% |
| Q2 2023 | $419,801 | -3.8% | 19,134 | -3.3% | 0.16% | -9.2% |
| Q1 2023 | $436,247 | -6.4% | 19,793 | -8.0% | 0.17% | -37.8% |
| Q4 2022 | $466,318 | -59.0% | 21,510 | -59.7% | 0.28% | -63.7% |
| Q3 2022 | $1,137,000 | -19.6% | 53,358 | -16.8% | 0.77% | -8.3% |
| Q2 2022 | $1,415,000 | -31.1% | 64,125 | -26.6% | 0.84% | -20.5% |
| Q1 2022 | $2,054,000 | -21.0% | 87,329 | -16.1% | 1.05% | +3.2% |
| Q4 2021 | $2,599,000 | – | 104,060 | – | 1.02% | – |
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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% |