ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 175 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,762,784 | +42.4% | 947,265 | +45.2% | 0.02% | +45.5% |
| Q2 2023 | $15,988,058 | +8.2% | 652,574 | +10.1% | 0.01% | -8.3% |
| Q1 2023 | $14,780,997 | +24.6% | 592,662 | +21.3% | 0.01% | +20.0% |
| Q4 2022 | $11,866,047 | +6.7% | 488,516 | +4.5% | 0.01% | -9.1% |
| Q3 2022 | $11,125,000 | +117.1% | 467,613 | +127.7% | 0.01% | +120.0% |
| Q2 2022 | $5,125,000 | +28.6% | 205,347 | +35.7% | 0.01% | +66.7% |
| Q1 2022 | $3,985,000 | +7.0% | 151,301 | +15.0% | 0.00% | 0.0% |
| Q4 2021 | $3,723,000 | +6.5% | 131,594 | +7.8% | 0.00% | 0.0% |
| Q3 2021 | $3,496,000 | +48.1% | 122,025 | +49.4% | 0.00% | +50.0% |
| Q2 2021 | $2,361,000 | +147.0% | 81,690 | +142.0% | 0.00% | +100.0% |
| Q1 2021 | $956,000 | +33.0% | 33,756 | +38.7% | 0.00% | 0.0% |
| Q4 2020 | $719,000 | +35.2% | 24,337 | +33.0% | 0.00% | 0.0% |
| Q3 2020 | $532,000 | +87.3% | 18,303 | +85.6% | 0.00% | – |
| Q2 2020 | $284,000 | – | 9,863 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 119,678 | $3,386,000 | 2.74% |
| PFG Private Wealth Management, LLC | 171,370 | $4,849,000 | 2.50% |
| Legacy CG, LLC | 125,274 | $3,545,000 | 2.13% |
| Peloton Wealth Strategists | 154,500 | $4,372,000 | 1.75% |
| Matthew Goff Investment Advisor, LLC | 258,267 | $7,308,000 | 1.67% |
| SIGMA INVESTMENT COUNSELORS INC | 697,104 | $19,724,000 | 1.38% |
| Signature Wealth Management Group | 92,423 | $2,615,000 | 1.32% |
| Bradley & Co. Private Wealth Management, LLC | 57,619 | $1,630,000 | 1.31% |
| Praetorian Wealth Management, Inc. | 74,096 | $2,096,000 | 0.68% |
| Capital Investment Advisors, LLC | 694,706 | $19,657,000 | 0.60% |