ISHARES TR's ticker is IBDW and the CUSIP is 46436E486. A total of 61 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,629,728 | -26.8% | 80,401 | -25.4% | 0.00% | -100.0% |
| Q1 2023 | $2,225,994 | -28.0% | 107,848 | -30.6% | 0.00% | 0.0% |
| Q4 2022 | $3,091,841 | +55.2% | 155,447 | +52.3% | 0.00% | 0.0% |
| Q3 2022 | $1,992,000 | -7.6% | 102,081 | -1.5% | 0.00% | 0.0% |
| Q2 2022 | $2,157,000 | +96.6% | 103,670 | +114.9% | 0.00% | – |
| Q1 2022 | $1,097,000 | -13.8% | 48,248 | -5.7% | 0.00% | – |
| Q4 2021 | $1,272,000 | – | 51,155 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 174,839 | $3,543,987 | 2.83% |
| SUMMITRY LLC | 1,403,410 | $28,447,129 | 1.80% |
| Guidance Point Advisors, LLC | 182,491 | $3,699,075 | 1.42% |
| Platte River Wealth Advisors, LLC | 191,626 | $3,884,259 | 1.36% |
| Signature Wealth Management Group | 123,263 | $2,498,541 | 1.16% |
| ARROW FINANCIAL CORP | 399,775 | $8,103,440 | 0.98% |
| SIGMA INVESTMENT COUNSELORS INC | 547,865 | $11,105,220 | 0.82% |
| Aptus Capital Advisors, LLC | 1,484,841 | $30,097,727 | 0.72% |
| Venture Visionary Partners LLC | 422,254 | $8,559,105 | 0.50% |
| CGN Advisors LLC | 169,529 | $3,436,352 | 0.49% |