ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 43 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $18,072,000 | +45.8% | 829,390 | +52.8% | 0.30% | +56.5% |
| Q2 2022 | $12,399,000 | +39.8% | 542,644 | +50.0% | 0.19% | +55.6% |
| Q1 2022 | $8,866,000 | -3.5% | 361,739 | +3.6% | 0.12% | +1.6% |
| Q4 2021 | $9,192,000 | -0.1% | 349,166 | +1.0% | 0.12% | -5.4% |
| Q3 2021 | $9,200,000 | -0.2% | 345,651 | +0.6% | 0.13% | +4.9% |
| Q2 2021 | $9,219,000 | +5.7% | 343,720 | +3.0% | 0.12% | +0.8% |
| Q1 2021 | $8,723,000 | -1.8% | 333,831 | +3.3% | 0.12% | -7.6% |
| Q4 2020 | $8,886,000 | +1.4% | 323,253 | -0.2% | 0.13% | -7.0% |
| Q3 2020 | $8,761,000 | – | 323,945 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Envision Financial Planning, LLC | 397,055 | $8,695,504 | 8.61% |
| PFG Private Wealth Management, LLC | 249,055 | $5,454,309 | 4.06% |
| Gateway Advisory, LLC | 773,587 | $16,941,556 | 3.46% |
| 4Thought Financial Group Inc. | 127,805 | $2,798,920 | 2.25% |
| Keeler Thomas Management LLC | 264,463 | $5,929,435 | 2.19% |
| Peloton Wealth Strategists | 212,400 | $4,652 | 2.14% |
| Platte River Wealth Advisors, LLC | 261,117 | $5,718,462 | 2.09% |
| Klingman & Associates, LLC | 1,128,664 | $24,717,736 | 2.00% |
| SUMMITRY LLC | 1,374,434 | $30,100,103 | 1.98% |
| Seneca House Advisors | 166,385 | $3,637,176 | 1.89% |