ISHARES TR's ticker is IBTD and the CUSIP is 46436E882. A total of 213 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $105,979,657 | -8.8% | 4,269,930 | -8.9% | 0.01% | 0.0% |
| Q2 2023 | $116,265,391 | +20.4% | 4,686,231 | +20.4% | 0.01% | +20.0% |
| Q1 2023 | $96,603,618 | +36.1% | 3,893,737 | +35.5% | 0.01% | +25.0% |
| Q4 2022 | $70,989,296 | +36.8% | 2,874,061 | +37.2% | 0.01% | +33.3% |
| Q3 2022 | $51,895,000 | +438.6% | 2,095,078 | +442.0% | 0.01% | +500.0% |
| Q2 2022 | $9,636,000 | +503.8% | 386,511 | +507.7% | 0.00% | – |
| Q1 2022 | $1,596,000 | +118.3% | 63,602 | +121.8% | 0.00% | – |
| Q4 2021 | $731,000 | +10.3% | 28,681 | +10.9% | 0.00% | – |
| Q3 2021 | $663,000 | +99.7% | 25,873 | +99.5% | 0.00% | – |
| Q2 2021 | $332,000 | +6.1% | 12,969 | +6.5% | 0.00% | – |
| Q1 2021 | $313,000 | +158.7% | 12,179 | +158.0% | 0.00% | – |
| Q4 2020 | $121,000 | – | 4,721 | – | 0.00% | – |
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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% |