ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 178 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 | $1,383,005 | +8.3% | 61,006 | +9.1% | 0.10% | +4.1% |
| Q1 2024 | $1,276,476 | +101.2% | 55,937 | +103.5% | 0.10% | +92.2% |
| Q4 2023 | $634,289 | +51.9% | 27,494 | +44.2% | 0.05% | +41.7% |
| Q3 2023 | $417,524 | +41.3% | 19,065 | +44.9% | 0.04% | +50.0% |
| Q2 2023 | $295,442 | – | 13,160 | – | 0.02% | – |
Download | ||||||
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% |