ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 69 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
Download | ||||||
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% |