ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 68 filers reported holding ISHARES TR in Q4 2022. 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 ↓ |
|---|---|---|---|
| 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% |