ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 118 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 | $2,800,120 | +63.7% | 127,859 | +67.8% | 0.00% | 0.0% |
| Q2 2023 | $1,710,277 | +2.1% | 76,182 | +4.0% | 0.00% | 0.0% |
| Q1 2023 | $1,675,453 | +11.6% | 73,228 | +8.1% | 0.00% | 0.0% |
| Q4 2022 | $1,501,221 | -13.2% | 67,714 | -14.7% | 0.00% | 0.0% |
| Q3 2022 | $1,730,000 | -2.4% | 79,381 | +2.4% | 0.00% | 0.0% |
| Q2 2022 | $1,772,000 | -9.8% | 77,551 | -3.3% | 0.00% | 0.0% |
| Q1 2022 | $1,965,000 | -21.6% | 80,164 | -15.8% | 0.00% | 0.0% |
| Q4 2021 | $2,507,000 | -8.3% | 95,217 | -5.8% | 0.00% | -50.0% |
| Q3 2020 | $2,734,000 | +0.9% | 101,106 | -0.2% | 0.00% | -33.3% |
| Q2 2020 | $2,709,000 | +4.7% | 101,281 | -5.6% | 0.00% | 0.0% |
| Q1 2020 | $2,588,000 | -16.0% | 107,332 | -11.0% | 0.00% | 0.0% |
| Q4 2019 | $3,080,000 | – | 120,584 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 196,651 | $5,406,000 | 4.14% |
| Signature Wealth Management Group | 50,207 | $1,380,000 | 0.87% |
| CGN Advisors LLC | 27,869 | $766,000 | 0.31% |
| Sandy Spring Bank | 85,875 | $2,361,000 | 0.14% |
| BENJAMIN EDWARDS INC | 6,696 | $184,000 | 0.14% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 323,253 | $8,886,000 | 0.13% |
| NAVELLIER & ASSOCIATES INC | 24,300 | $668,000 | 0.12% |
| Capital Investment Advisors, LLC | 103,204 | $2,837,000 | 0.12% |
| ARROW FINANCIAL CORP | 18,418 | $506,000 | 0.10% |
| MCF Advisors LLC | 17,675 | $486,000 | 0.06% |