ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 43 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,095 | -2.5% | 50 | 0.0% | 0.00% | – |
| Q2 2023 | $1,123 | -1.8% | 50 | 0.0% | 0.00% | – |
| Q1 2023 | $1,144 | +3.2% | 50 | 0.0% | 0.00% | – |
| Q4 2022 | $1,109 | +10.9% | 50 | +6.4% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 47 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | 0.0% | 47 | +2.2% | 0.00% | – |
| Q1 2022 | $1,000 | 0.0% | 46 | 0.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 46 | +2.2% | 0.00% | – |
| Q3 2021 | $1,000 | -100.0% | 45 | -100.0% | 0.00% | – |
| Q4 2020 | $8,247,000 | +1.6% | 300,000 | -0.0% | 0.00% | – |
| Q3 2020 | $8,115,000 | +1.1% | 300,045 | 0.0% | 0.00% | – |
| Q2 2020 | $8,025,000 | +10.9% | 300,045 | 0.0% | 0.00% | – |
| Q1 2020 | $7,234,000 | -5.6% | 300,045 | 0.0% | 0.00% | – |
| Q4 2019 | $7,663,000 | +0.6% | 300,045 | +0.0% | 0.00% | – |
| Q3 2019 | $7,621,000 | – | 300,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 125,857 | $3,313,000 | 2.68% |
| PFG Private Wealth Management, LLC | 179,225 | $4,718,000 | 2.44% |
| Legacy CG, LLC | 136,648 | $3,597,000 | 2.16% |
| Matthew Goff Investment Advisor, LLC | 268,222 | $7,061,000 | 1.62% |
| Signature Wealth Management Group | 98,281 | $2,587,000 | 1.30% |
| Bradley & Co. Private Wealth Management, LLC | 41,355 | $1,088,000 | 0.87% |
| WRAPMANAGER INC | 75,096 | $1,977,000 | 0.49% |
| Peloton Wealth Strategists | 44,500 | $1,171,000 | 0.47% |
| Kesler, Norman & Wride, LLC | 78,919 | $2,078,000 | 0.44% |
| Capital Investment Advisors, LLC | 505,178 | $13,299,000 | 0.41% |