ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 125,857 | $3,313,000 | 2.68% |
| PFG Private Wealth Management, LLC | 179,225 | $4,718,000 | 2.44% |
| Legacy CG, LLC | 136,648 | $3,597,000 | 2.16% |
| Matthew Goff Investment Advisor, LLC | 268,222 | $7,061,000 | 1.62% |
| Signature Wealth Management Group | 98,281 | $2,587,000 | 1.30% |
| Bradley & Co. Private Wealth Management, LLC | 41,355 | $1,088,000 | 0.87% |
| WRAPMANAGER INC | 75,096 | $1,977,000 | 0.49% |
| Peloton Wealth Strategists | 44,500 | $1,171,000 | 0.47% |
| Kesler, Norman & Wride, LLC | 78,919 | $2,078,000 | 0.44% |
| Capital Investment Advisors, LLC | 505,178 | $13,299,000 | 0.41% |