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%.
| 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% |
| Venture Visionary Partners LLC | 451,257 | $8,747,879 | 0.53% |
| Capital Investment Advisors, LLC | 916,503 | $17,766,420 | 0.49% |
| LITTLE HOUSE CAPITAL LLC | 58,479 | $1,133,625 | 0.47% |
| CGN Advisors LLC | 177,774 | $3,446,156 | 0.46% |
| REDW Wealth LLC | 71,469 | $1,385,427 | 0.43% |
| ADIRONDACK TRUST CO | 37,584 | $728,344 | 0.36% |
| Krilogy Financial LLC | 196,552 | $3,810,161 | 0.35% |
| Peloton Wealth Strategists | 35,000 | $678 | 0.31% |
| NewEdge Advisors, LLC | 1,290,951 | $25,025,092 | 0.28% |
| Klingman & Associates, LLC | 172,388 | $3,341,742 | 0.27% |
External links
This page lists ISHARES TR's shareholders in Q3 2023. To view ISHARES TR's shareholder history, click here.