ISHARES TR's ticker is BYLD and the CUSIP is 46434V787. A total of 36 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $370,958 | -10.8% | 17,355 | -8.5% | 0.01% | -12.5% |
| Q2 2023 | $416,072 | -1.0% | 18,964 | -0.5% | 0.01% | -11.1% |
| Q1 2023 | $420,161 | -0.9% | 19,064 | -2.5% | 0.01% | -10.0% |
| Q4 2022 | $423,813 | +8.1% | 19,550 | +6.3% | 0.01% | 0.0% |
| Q3 2022 | $392,000 | -3.0% | 18,383 | +0.4% | 0.01% | +11.1% |
| Q2 2022 | $404,000 | +3.9% | 18,313 | +10.8% | 0.01% | +12.5% |
| Q1 2022 | $389,000 | -16.7% | 16,531 | -11.6% | 0.01% | -11.1% |
| Q4 2021 | $467,000 | +7.4% | 18,708 | +7.8% | 0.01% | -10.0% |
| Q3 2021 | $435,000 | +8.8% | 17,358 | +9.5% | 0.01% | +11.1% |
| Q2 2021 | $400,000 | +3.4% | 15,849 | +2.1% | 0.01% | -10.0% |
| Q1 2021 | $387,000 | +39.2% | 15,517 | +44.4% | 0.01% | +42.9% |
| Q4 2020 | $278,000 | +21.4% | 10,745 | +20.6% | 0.01% | 0.0% |
| Q3 2020 | $229,000 | – | 8,911 | – | 0.01% | – |
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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% |