ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 338,563 | $8,294,798 | 5.61% |
| PFG Private Wealth Management, LLC | 317,810 | $7,786,334 | 4.60% |
| Gateway Advisory, LLC | 699,504 | $17,137,851 | 3.63% |
| Keeler Thomas Management LLC | 236,682 | $5,804,073 | 2.34% |
| 4Thought Financial Group Inc. | 116,867 | $2,863,250 | 2.28% |
| Peloton Wealth Strategists | 204,925 | $5,021 | 2.22% |
| Signature Wealth Management Group | 193,559 | $4,742,203 | 2.21% |
| Aptus Capital Advisors, LLC | 3,644,592 | $89,292,504 | 2.14% |
| Platte River Wealth Advisors, LLC | 241,985 | $5,928,633 | 2.08% |
| Klingman & Associates, LLC | 1,013,122 | $24,821,495 | 2.00% |