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 | ||||
|---|---|---|---|---|---|---|
| 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. | 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% |