ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 55 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,514,451 | +4.5% | 114,815 | +7.2% | 0.00% | 0.0% |
| Q2 2023 | $2,405,030 | +5.2% | 107,128 | +7.3% | 0.00% | – |
| Q1 2023 | $2,285,071 | +6.0% | 99,872 | +2.7% | 0.00% | – |
| Q4 2022 | $2,156,371 | +4.7% | 97,265 | +2.9% | 0.00% | – |
| Q3 2022 | $2,060,000 | +0.6% | 94,548 | +5.5% | 0.00% | – |
| Q2 2022 | $2,048,000 | -3.9% | 89,644 | +3.1% | 0.00% | – |
| Q1 2022 | $2,132,000 | +8.4% | 86,980 | +16.5% | 0.00% | – |
| Q4 2021 | $1,966,000 | +4.8% | 74,690 | +6.0% | 0.00% | – |
| Q3 2021 | $1,876,000 | +0.5% | 70,485 | +1.3% | 0.00% | – |
| Q2 2021 | $1,867,000 | +9.6% | 69,608 | +6.8% | 0.00% | – |
| Q1 2021 | $1,703,000 | +19.7% | 65,183 | +25.9% | 0.00% | – |
| Q4 2020 | $1,423,000 | +4.9% | 51,777 | +3.2% | 0.00% | – |
| Q3 2020 | $1,357,000 | +17.1% | 50,178 | +15.8% | 0.00% | – |
| Q2 2020 | $1,159,000 | +22.0% | 43,344 | +10.1% | 0.00% | – |
| Q1 2020 | $950,000 | – | 39,384 | – | 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% |