ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 152 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $33,468,000 | +7.4% | 1,476,266 | +8.1% | 0.01% | +14.3% |
| Q1 2024 | $31,165,000 | +13.0% | 1,365,706 | +14.3% | 0.01% | +16.7% |
| Q4 2023 | $27,568,000 | +70.8% | 1,194,993 | +62.2% | 0.01% | +50.0% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Envision Financial Planning, LLC | 457,091 | $10,362,259 | 7.92% |
| Seven Springs Wealth Group, LLC | 631,784 | $14,322,548 | 5.60% |
| PFG Private Wealth Management, LLC | 292,327 | $6,627,057 | 4.02% |
| Gateway Advisory, LLC | 907,556 | $20,574,304 | 3.49% |
| LFA - Lugano Financial Advisors SA | 154,098 | $3,493,402 | 2.66% |
| Peloton Wealth Strategists | 265,000 | $6,008 | 2.47% |
| Houlihan Financial Resource Group, Ltd. | 157,219 | $3,564 | 2.43% |
| Signature Wealth Management Group | 234,042 | $5,305,731 | 2.32% |
| Keeler Thomas Management LLC | 287,878 | $6,530,368 | 2.22% |
| 4Thought Financial Group Inc. | 156,335 | $3,544,120 | 2.20% |