ISHARES TR's ticker is IBDW and the CUSIP is 46436E486. A total of 77 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 181,425 | $3,609,000 | 3.25% |
| Sargent Bickham Lagudis LLC | 920,548 | $18,309,747 | 1.50% |
| Signature Wealth Management Group | 99,162 | $1,972,332 | 0.96% |
| ARROW FINANCIAL CORP | 289,959 | $5,767 | 0.78% |
| Aptus Capital Advisors, LLC | 1,195,540 | $23,779,291 | 0.73% |
| CGN Advisors LLC | 149,559 | $2,974,721 | 0.52% |
| LITTLE HOUSE CAPITAL LLC | 45,176 | $898,559 | 0.44% |
| Venture Visionary Partners LLC | 186,369 | $3,706,880 | 0.27% |
| Archford Capital Strategies, LLC | 44,930 | $893,658 | 0.20% |
| Timber Creek Capital Management LLC | 24,224 | $481,815 | 0.18% |