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 | $384,294 | -7.4% | 17,979 | -5.0% | 0.07% | -19.0% |
| Q2 2023 | $415,039 | -1.9% | 18,917 | -1.4% | 0.08% | -9.7% |
| Q1 2023 | $422,992 | +11.8% | 19,192 | +10.0% | 0.09% | +3.3% |
| Q4 2022 | $378,315 | +2.8% | 17,451 | +1.1% | 0.09% | -49.4% |
| Q3 2022 | $368,000 | +19.1% | 17,268 | +23.4% | 0.18% | +21.9% |
| Q2 2022 | $309,000 | -6.1% | 13,999 | +0.2% | 0.15% | +3.5% |
| Q1 2022 | $329,000 | +5.1% | 13,974 | +11.3% | 0.14% | +15.6% |
| Q4 2021 | $313,000 | +0.3% | 12,550 | +1.0% | 0.12% | -33.3% |
| Q3 2021 | $312,000 | -0.6% | 12,421 | 0.0% | 0.18% | +2.2% |
| Q2 2021 | $314,000 | +5.7% | 12,421 | +4.2% | 0.18% | +4.7% |
| Q1 2021 | $297,000 | 0.0% | 11,923 | +3.7% | 0.17% | -21.6% |
| Q4 2020 | $297,000 | +0.3% | 11,501 | +0.0% | 0.22% | -1.8% |
| Q3 2020 | $296,000 | +0.3% | 11,500 | +0.0% | 0.22% | -6.7% |
| Q2 2020 | $295,000 | 0.0% | 11,499 | -3.8% | 0.24% | -19.9% |
| Q1 2020 | $295,000 | -4.8% | 11,949 | -1.0% | 0.30% | +44.9% |
| Q4 2019 | $310,000 | +0.3% | 12,066 | 0.0% | 0.20% | -1.0% |
| Q3 2019 | $309,000 | -1.6% | 12,066 | -2.9% | 0.21% | +2.5% |
| Q2 2019 | $314,000 | -3.4% | 12,423 | -5.6% | 0.20% | -1.9% |
| Q1 2019 | $325,000 | +30.0% | 13,165 | +24.6% | 0.21% | +106.0% |
| Q4 2018 | $250,000 | -2.0% | 10,565 | 0.0% | 0.10% | -30.1% |
| Q3 2018 | $255,000 | 0.0% | 10,565 | 0.0% | 0.14% | -5.9% |
| Q2 2018 | $255,000 | -22.5% | 10,565 | -21.4% | 0.15% | -24.4% |
| Q1 2018 | $329,000 | +4.1% | 13,442 | +6.3% | 0.20% | +40.6% |
| Q4 2017 | $316,000 | – | 12,647 | – | 0.14% | – |
Download | ||||||
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% |