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 | $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 ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 196,651 | $5,406,000 | 4.14% |
| Signature Wealth Management Group | 50,207 | $1,380,000 | 0.87% |
| CGN Advisors LLC | 27,869 | $766,000 | 0.31% |
| Sandy Spring Bank | 85,875 | $2,361,000 | 0.14% |
| BENJAMIN EDWARDS INC | 6,696 | $184,000 | 0.14% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 323,253 | $8,886,000 | 0.13% |
| NAVELLIER & ASSOCIATES INC | 24,300 | $668,000 | 0.12% |
| Capital Investment Advisors, LLC | 103,204 | $2,837,000 | 0.12% |
| ARROW FINANCIAL CORP | 18,418 | $506,000 | 0.10% |
| MCF Advisors LLC | 17,675 | $486,000 | 0.06% |