ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 43 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,138,000 | +35.9% | 736,925 | +39.3% | 0.00% | +33.3% |
| Q2 2023 | $11,875,000 | +172.9% | 528,932 | +178.1% | 0.00% | +200.0% |
| Q1 2023 | $4,351,000 | +50.8% | 190,177 | +46.2% | 0.00% | 0.0% |
| Q4 2022 | $2,885,000 | -11.5% | 130,117 | -13.0% | 0.00% | 0.0% |
| Q3 2022 | $3,259,000 | -6.1% | 149,583 | -1.5% | 0.00% | 0.0% |
| Q2 2022 | $3,471,000 | -5.1% | 151,920 | +1.8% | 0.00% | 0.0% |
| Q1 2022 | $3,656,000 | -7.8% | 149,179 | -1.0% | 0.00% | 0.0% |
| Q4 2021 | $3,966,000 | +0.5% | 150,642 | +1.6% | 0.00% | 0.0% |
| Q3 2021 | $3,945,000 | +1.4% | 148,241 | +2.2% | 0.00% | 0.0% |
| Q2 2021 | $3,890,000 | +6.8% | 145,049 | +4.1% | 0.00% | 0.0% |
| Q1 2021 | $3,642,000 | +6.0% | 139,368 | +11.5% | 0.00% | 0.0% |
| Q4 2020 | $3,435,000 | +33.5% | 124,963 | +31.3% | 0.00% | 0.0% |
| Q3 2020 | $2,573,000 | +696.6% | 95,145 | +688.7% | 0.00% | – |
| Q2 2020 | $323,000 | +201.9% | 12,063 | +171.6% | 0.00% | – |
| Q1 2020 | $107,000 | +365.2% | 4,442 | +395.8% | 0.00% | – |
| Q4 2019 | $23,000 | – | 896 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 296,600 | $6,463,000 | 4.24% |
| 4Thought Financial Group Inc. | 129,881 | $2,830,000 | 2.78% |
| Signature Wealth Management Group | 173,642 | $3,784,000 | 1.92% |
| Matthew Goff Investment Advisor, LLC | 265,960 | $5,795,000 | 1.66% |
| Aptus Capital Advisors, LLC | 2,939,488 | $64,051,000 | 1.54% |
| Klingman & Associates, LLC | 688,658 | $15,006,000 | 1.47% |
| Guidance Point Advisors, LLC | 135,124 | $2,957,000 | 1.35% |
| Seneca House Advisors | 77,298 | $1,684,000 | 1.25% |
| SIGMA INVESTMENT COUNSELORS INC | 640,531 | $13,957,000 | 1.19% |
| H. L. Ormond & Company, LLC | 32,432 | $707,000 | 1.13% |