ISHARES TR's ticker is IBDW and the CUSIP is 46436E486. A total of 20 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,199,935 | +38.2% | 577,763 | +44.5% | 1.31% | +34.3% |
| Q2 2023 | $8,103,440 | +11.0% | 399,775 | +13.0% | 0.98% | +2.8% |
| Q1 2023 | $7,299,660 | +126476.4% | 353,664 | +22.0% | 0.95% | +21.6% |
| Q4 2022 | $5,767 | -99.6% | 289,959 | +310.1% | 0.78% | +289.1% |
| Q3 2022 | $1,379,000 | +94.8% | 70,700 | +107.6% | 0.20% | +107.2% |
| Q2 2022 | $708,000 | -22.8% | 34,059 | -15.5% | 0.10% | -11.8% |
| Q1 2022 | $917,000 | +1075.6% | 40,306 | +1193.9% | 0.11% | +1122.2% |
| Q4 2021 | $78,000 | – | 3,115 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Envision Financial Planning, LLC | 442,054 | $8,569,226 | 8.48% |
| 4Thought Financial Group Inc. | 178,519 | $3,460,583 | 2.78% |
| SUMMITRY LLC | 1,983,021 | $38,440,868 | 2.53% |
| Guidance Point Advisors, LLC | 200,703 | $3,890,620 | 1.58% |
| ARROW FINANCIAL CORP | 577,763 | $11,199,935 | 1.31% |
| Platte River Wealth Advisors, LLC | 178,256 | $3,455,493 | 1.26% |
| Buffington Mohr McNeal | 236,807 | $4,590,505 | 1.04% |
| SYKON CAPITAL LLC | 121,558 | $2,356,402 | 1.01% |
| Aptus Capital Advisors, LLC | 1,910,096 | $37,027,211 | 1.01% |
| SIGMA INVESTMENT COUNSELORS INC | 645,007 | $12,503,454 | 0.94% |