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 | $4,652 | +17.0% | 212,400 | +19.9% | 2.14% | +21.9% |
| Q2 2023 | $3,976 | +16.2% | 177,100 | +18.4% | 1.76% | +12.5% |
| Q1 2023 | $3,423 | +23.8% | 149,600 | +20.0% | 1.56% | +17.4% |
| Q4 2022 | $2,765 | -99.8% | 124,700 | +58.4% | 1.33% | +49.2% |
| Q3 2022 | $1,715,000 | +23.0% | 78,700 | +29.0% | 0.89% | +31.2% |
| Q2 2022 | $1,394,000 | +7.3% | 61,000 | +15.1% | 0.68% | +25.2% |
| Q1 2022 | $1,299,000 | +10.9% | 53,000 | +19.1% | 0.54% | +15.8% |
| Q4 2021 | $1,171,000 | +3.5% | 44,500 | +4.7% | 0.47% | +1.3% |
| Q3 2021 | $1,131,000 | -0.8% | 42,500 | 0.0% | 0.46% | -1.5% |
| Q2 2021 | $1,140,000 | +112.7% | 42,500 | +107.3% | 0.47% | +86.5% |
| Q1 2021 | $536,000 | – | 20,500 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Envision Financial Planning, LLC | 397,055 | $8,695,504 | 8.61% |
| PFG Private Wealth Management, LLC | 249,055 | $5,454,309 | 4.06% |
| Gateway Advisory, LLC | 773,587 | $16,941,556 | 3.46% |
| 4Thought Financial Group Inc. | 127,805 | $2,798,920 | 2.25% |
| Keeler Thomas Management LLC | 264,463 | $5,929,435 | 2.19% |
| Peloton Wealth Strategists | 212,400 | $4,652 | 2.14% |
| Platte River Wealth Advisors, LLC | 261,117 | $5,718,462 | 2.09% |
| Klingman & Associates, LLC | 1,128,664 | $24,717,736 | 2.00% |
| SUMMITRY LLC | 1,374,434 | $30,100,103 | 1.98% |
| Seneca House Advisors | 166,385 | $3,637,176 | 1.89% |