ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $318,645 | -2.5% | 14,550 | 0.0% | 0.06% | +3.5% |
| Q2 2023 | $326,648 | -1.9% | 14,550 | 0.0% | 0.06% | 0.0% |
| Q1 2023 | $332,904 | +5.0% | 14,550 | 0.0% | 0.06% | -3.4% |
| Q3 2022 | $317,000 | -4.5% | 14,550 | 0.0% | 0.06% | -3.3% |
| Q2 2022 | $332,000 | -7.0% | 14,550 | 0.0% | 0.06% | -4.7% |
| Q1 2022 | $357,000 | – | 14,550 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 125,857 | $3,313,000 | 2.68% |
| PFG Private Wealth Management, LLC | 179,225 | $4,718,000 | 2.44% |
| Legacy CG, LLC | 136,648 | $3,597,000 | 2.16% |
| Matthew Goff Investment Advisor, LLC | 268,222 | $7,061,000 | 1.62% |
| Signature Wealth Management Group | 98,281 | $2,587,000 | 1.30% |
| Bradley & Co. Private Wealth Management, LLC | 41,355 | $1,088,000 | 0.87% |
| WRAPMANAGER INC | 75,096 | $1,977,000 | 0.49% |
| Peloton Wealth Strategists | 44,500 | $1,171,000 | 0.47% |
| Kesler, Norman & Wride, LLC | 78,919 | $2,078,000 | 0.44% |
| Capital Investment Advisors, LLC | 505,178 | $13,299,000 | 0.41% |