ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 81 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $715,853 | -0.5% | 28,900 | 0.0% | 0.12% | -2.5% |
| Q1 2024 | $719,755 | -0.7% | 28,900 | 0.0% | 0.12% | -5.5% |
| Q4 2023 | $725,101 | +4.4% | 28,900 | 0.0% | 0.13% | -1.6% |
| Q3 2023 | $694,467 | -1.9% | 28,900 | 0.0% | 0.13% | +4.0% |
| Q2 2023 | $708,050 | -1.8% | 28,900 | 0.0% | 0.12% | 0.0% |
| Q1 2023 | $720,766 | +2.7% | 28,900 | 0.0% | 0.12% | +3.3% |
| Q4 2022 | $701,981 | +2.0% | 28,900 | 0.0% | 0.12% | -7.0% |
| Q3 2022 | $688,000 | -4.6% | 28,900 | 0.0% | 0.13% | -2.3% |
| Q2 2022 | $721,000 | -5.3% | 28,900 | 0.0% | 0.13% | -2.9% |
| Q1 2022 | $761,000 | -7.0% | 28,900 | 0.0% | 0.14% | -11.7% |
| Q4 2021 | $818,000 | -1.2% | 28,900 | 0.0% | 0.15% | -9.9% |
| Q3 2021 | $828,000 | -0.8% | 28,900 | 0.0% | 0.17% | -3.4% |
| Q2 2021 | $835,000 | +619.8% | 28,900 | +604.9% | 0.18% | +532.1% |
| Q1 2021 | $116,000 | -4.1% | 4,100 | 0.0% | 0.03% | -9.7% |
| Q4 2020 | $121,000 | – | 4,100 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gratus Wealth Advisors, LLC | 1,077,750 | $26,857,519 | 4.63% |
| PFG Private Wealth Management, LLC | 273,371 | $6,771,405 | 4.11% |
| MONUMENTAL FINANCIAL GROUP INC. | 376,543 | $9,326,970 | 4.07% |
| Paradigm, Strategies in Wealth Management, LLC | 238,070 | $5,896,993 | 3.62% |
| Gateway Advisory, LLC | 830,142 | $20,562,640 | 3.49% |
| Michael S. Ryan, Inc. | 185,553 | $4,596,148 | 3.48% |
| Windsor Capital Management, LLC | 421,715 | $10,445,877 | 3.23% |
| WOODMONT INVESTMENT COUNSEL LLC | 1,368,881 | $33,907,189 | 2.77% |
| Houlihan Financial Resource Group, Ltd. | 163,209 | $4,043 | 2.76% |
| Kathmere Capital Management, LLC | 1,047,679 | $25,951,009 | 2.75% |