ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 83 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $623,822 | +11.9% | 25,960 | +14.1% | 0.00% | 0.0% |
| Q2 2023 | $557,627 | -4.4% | 22,760 | -2.7% | 0.00% | 0.0% |
| Q1 2023 | $583,503 | +187.2% | 23,396 | +179.7% | 0.00% | – |
| Q4 2022 | $203,192 | +57.5% | 8,365 | +53.7% | 0.00% | – |
| Q3 2022 | $129,000 | +15.2% | 5,443 | +21.4% | 0.00% | – |
| Q2 2022 | $112,000 | -5.1% | 4,485 | +0.3% | 0.00% | – |
| Q1 2022 | $118,000 | -6.3% | 4,473 | +0.2% | 0.00% | – |
| Q4 2021 | $126,000 | -1.6% | 4,465 | +0.3% | 0.00% | – |
| Q3 2021 | $128,000 | -16.9% | 4,451 | -16.2% | 0.00% | – |
| Q2 2021 | $154,000 | +2.0% | 5,311 | +0.2% | 0.00% | – |
| Q1 2021 | $151,000 | -3.2% | 5,300 | +0.2% | 0.00% | – |
| Q4 2020 | $156,000 | +2.0% | 5,292 | +0.3% | 0.00% | – |
| Q3 2020 | $153,000 | +0.7% | 5,277 | +0.2% | 0.00% | – |
| Q2 2020 | $152,000 | +105.4% | 5,264 | +86.0% | 0.00% | – |
| Q1 2020 | $74,000 | – | 2,830 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 377,377 | $9,068,370 | 5.78% |
| PFG Private Wealth Management, LLC | 265,391 | $6,377,352 | 4.74% |
| Gateway Advisory, LLC | 708,259 | $17,019,461 | 3.47% |
| Peloton Wealth Strategists | 226,425 | $5,441 | 2.51% |
| Keeler Thomas Management LLC | 252,991 | $6,219,921 | 2.30% |
| 4Thought Financial Group Inc. | 117,740 | $2,829,287 | 2.28% |
| Platte River Wealth Advisors, LLC | 242,650 | $5,830,880 | 2.13% |
| Klingman & Associates, LLC | 1,037,442 | $24,929,742 | 2.02% |
| Sound View Wealth Advisors Group, LLC | 614,233 | $14,760,021 | 1.84% |
| Aptus Capital Advisors, LLC | 2,536,519 | $60,952,552 | 1.66% |