ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 260 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,326,672 | +4.4% | 93,931 | +4.9% | 0.17% | 0.0% |
| Q1 2024 | $2,229,592 | +22.6% | 89,524 | +23.5% | 0.17% | +17.8% |
| Q4 2023 | $1,818,980 | +18.5% | 72,498 | +13.5% | 0.15% | +9.8% |
| Q3 2023 | $1,534,388 | +6.9% | 63,853 | +9.0% | 0.13% | +11.8% |
| Q2 2023 | $1,435,161 | +8.9% | 58,578 | +10.9% | 0.12% | +5.3% |
| Q1 2023 | $1,317,530 | +68.0% | 52,828 | +63.6% | 0.11% | +61.4% |
| Q4 2022 | $784,324 | +47.7% | 32,290 | +44.8% | 0.07% | +40.0% |
| Q3 2022 | $531,000 | – | 22,300 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 289,097 | $7,022 | 4.36% |
| Aptus Capital Advisors, LLC | 4,233,880 | $102,840,945 | 3.16% |
| 4Thought Financial Group Inc. | 123,204 | $2,993,000 | 2.70% |
| SUMMITRY LLC | 1,255,771 | $30,502,683 | 2.24% |
| Signature Wealth Management Group | 179,531 | $4,360,802 | 2.13% |
| Klingman & Associates, LLC | 943,071 | $22,907,191 | 2.01% |
| Cribstone Capital Management, LLC | 138,788 | $3,371,161 | 1.96% |
| Peloton Wealth Strategists | 165,000 | $4,008 | 1.93% |
| Sound View Wealth Advisors Group, LLC | 612,963 | $15,379,242 | 1.70% |
| SIGMA INVESTMENT COUNSELORS INC | 777,387 | $18,882,739 | 1.55% |