ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 83 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 120,844 | $3,183,000 | 2.82% |
| PFG Private Wealth Management, LLC | 182,410 | $4,805,000 | 2.47% |
| Legacy CG, LLC | 120,746 | $3,180,000 | 2.07% |
| Peloton Wealth Strategists | 163,000 | $4,293,000 | 1.79% |
| Matthew Goff Investment Advisor, LLC | 265,620 | $6,996,000 | 1.64% |
| SIGMA INVESTMENT COUNSELORS INC | 784,781 | $20,671,000 | 1.48% |
| Signature Wealth Management Group | 108,488 | $2,858,000 | 1.29% |
| Bradley & Co. Private Wealth Management, LLC | 39,888 | $1,051,000 | 0.90% |
| Praetorian Wealth Management, Inc. | 85,563 | $2,253,000 | 0.77% |
| Guidance Point Advisors, LLC | 48,387 | $1,872,000 | 0.71% |