ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 118 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $133,568 | -29.4% | 6,099 | -27.7% | 0.00% | – |
| Q2 2023 | $189,253 | -13.6% | 8,430 | -12.0% | 0.00% | – |
| Q1 2023 | $219,122 | +104.1% | 9,577 | +97.8% | 0.00% | – |
| Q4 2022 | $107,347 | +1.3% | 4,842 | 0.0% | 0.00% | – |
| Q3 2022 | $106,000 | -4.5% | 4,842 | +0.1% | 0.00% | – |
| Q2 2022 | $111,000 | -5.9% | 4,836 | +0.2% | 0.00% | – |
| Q1 2022 | $118,000 | -7.1% | 4,824 | +0.2% | 0.00% | – |
| Q4 2021 | $127,000 | -0.8% | 4,815 | +0.3% | 0.00% | – |
| Q3 2021 | $128,000 | -16.9% | 4,801 | -16.3% | 0.00% | – |
| Q2 2021 | $154,000 | +3.4% | 5,734 | +0.2% | 0.00% | – |
| Q1 2021 | $149,000 | -5.1% | 5,722 | +0.1% | 0.00% | – |
| Q4 2020 | $157,000 | +1.9% | 5,715 | +0.3% | 0.00% | – |
| Q3 2020 | $154,000 | +1.3% | 5,700 | +0.2% | 0.00% | – |
| Q2 2020 | $152,000 | +105.4% | 5,688 | +85.5% | 0.00% | – |
| Q1 2020 | $74,000 | – | 3,067 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Envision Financial Planning, LLC | 397,055 | $8,695,504 | 8.61% |
| PFG Private Wealth Management, LLC | 249,055 | $5,454,309 | 4.06% |
| Gateway Advisory, LLC | 773,587 | $16,941,556 | 3.46% |
| 4Thought Financial Group Inc. | 127,805 | $2,798,920 | 2.25% |
| Keeler Thomas Management LLC | 264,463 | $5,929,435 | 2.19% |
| Peloton Wealth Strategists | 212,400 | $4,652 | 2.14% |
| Platte River Wealth Advisors, LLC | 261,117 | $5,718,462 | 2.09% |
| Klingman & Associates, LLC | 1,128,664 | $24,717,736 | 2.00% |
| SUMMITRY LLC | 1,374,434 | $30,100,103 | 1.98% |
| Seneca House Advisors | 166,385 | $3,637,176 | 1.89% |