ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 94 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,860,000 | +10.7% | 1,159,378 | +12.9% | 0.01% | +14.3% |
| Q2 2023 | $25,163,000 | +3.5% | 1,027,017 | +5.3% | 0.01% | 0.0% |
| Q1 2023 | $24,323,000 | +224.6% | 975,268 | +216.1% | 0.01% | +250.0% |
| Q4 2022 | $7,494,000 | -11.9% | 308,524 | -13.7% | 0.00% | -33.3% |
| Q3 2022 | $8,507,000 | -14.3% | 357,572 | -10.1% | 0.00% | 0.0% |
| Q2 2022 | $9,930,000 | -2.2% | 397,823 | +3.2% | 0.00% | 0.0% |
| Q1 2022 | $10,157,000 | +95.5% | 385,613 | +110.0% | 0.00% | +200.0% |
| Q4 2021 | $5,195,000 | +3.9% | 183,602 | +5.2% | 0.00% | 0.0% |
| Q3 2021 | $4,999,000 | +1.9% | 174,486 | +2.8% | 0.00% | 0.0% |
| Q2 2021 | $4,907,000 | +6.0% | 169,801 | +3.9% | 0.00% | 0.0% |
| Q1 2021 | $4,630,000 | +5.6% | 163,502 | +10.2% | 0.00% | 0.0% |
| Q4 2020 | $4,385,000 | +28.5% | 148,408 | +26.5% | 0.00% | 0.0% |
| Q3 2020 | $3,412,000 | +291.7% | 117,301 | +288.5% | 0.00% | – |
| Q2 2020 | $871,000 | +211.1% | 30,195 | +182.6% | 0.00% | – |
| Q1 2020 | $280,000 | +93.1% | 10,686 | +104.2% | 0.00% | – |
| Q4 2019 | $145,000 | +168.5% | 5,232 | +168.3% | 0.00% | – |
| Q3 2019 | $54,000 | +157.1% | 1,950 | +148.7% | 0.00% | – |
| Q2 2019 | $21,000 | -32.3% | 784 | -33.8% | 0.00% | – |
| Q1 2019 | $31,000 | +24.0% | 1,184 | +20.3% | 0.00% | – |
| Q4 2018 | $25,000 | – | 984 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 377,377 | $9,068,370 | 5.78% |
| PFG Private Wealth Management, LLC | 265,391 | $6,377,352 | 4.74% |
| Gateway Advisory, LLC | 708,259 | $17,019,461 | 3.47% |
| Peloton Wealth Strategists | 226,425 | $5,441 | 2.51% |
| Keeler Thomas Management LLC | 252,991 | $6,219,921 | 2.30% |
| 4Thought Financial Group Inc. | 117,740 | $2,829,287 | 2.28% |
| Platte River Wealth Advisors, LLC | 242,650 | $5,830,880 | 2.13% |
| Klingman & Associates, LLC | 1,037,442 | $24,929,742 | 2.02% |
| Sound View Wealth Advisors Group, LLC | 614,233 | $14,760,021 | 1.84% |
| Aptus Capital Advisors, LLC | 2,536,519 | $60,952,552 | 1.66% |