ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 69 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,436,654 | +68.5% | 65,601 | +72.7% | 0.00% | 0.0% |
| Q2 2023 | $852,537 | +2.2% | 37,975 | +4.2% | 0.00% | 0.0% |
| Q1 2023 | $833,949 | +4.2% | 36,449 | +1.0% | 0.00% | 0.0% |
| Q4 2022 | $800,390 | +1.4% | 36,102 | -0.3% | 0.00% | 0.0% |
| Q3 2022 | $789,000 | -4.2% | 36,198 | +0.4% | 0.00% | 0.0% |
| Q2 2022 | $824,000 | +5.1% | 36,068 | +12.8% | 0.00% | 0.0% |
| Q1 2022 | $784,000 | -5.4% | 31,982 | +1.5% | 0.00% | 0.0% |
| Q4 2021 | $829,000 | +7.2% | 31,499 | +8.5% | 0.00% | 0.0% |
| Q3 2021 | $773,000 | +0.5% | 29,032 | +1.2% | 0.00% | 0.0% |
| Q2 2021 | $769,000 | +2.7% | 28,675 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $749,000 | -4.9% | 28,675 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $788,000 | – | 28,675 | – | 0.00% | – |
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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% |