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 | $2,209 | +18.4% | 91,935 | +20.8% | 0.08% | +19.7% |
| Q2 2023 | $1,865 | +30.2% | 76,128 | +32.6% | 0.07% | +18.3% |
| Q1 2023 | $1,432 | +132.1% | 57,422 | +126.0% | 0.06% | +114.3% |
| Q4 2022 | $617 | -99.7% | 25,405 | +220.6% | 0.03% | +211.1% |
| Q3 2022 | $189,000 | +44.3% | 7,925 | +50.8% | 0.01% | +50.0% |
| Q2 2022 | $131,000 | -21.6% | 5,255 | -17.3% | 0.01% | -14.3% |
| Q1 2022 | $167,000 | -8.7% | 6,353 | -1.7% | 0.01% | -12.5% |
| Q4 2021 | $183,000 | +10.2% | 6,466 | +11.5% | 0.01% | 0.0% |
| Q3 2021 | $166,000 | +22.1% | 5,800 | +23.2% | 0.01% | +14.3% |
| Q2 2021 | $136,000 | +216.3% | 4,709 | +213.3% | 0.01% | +250.0% |
| Q1 2021 | $43,000 | 0.0% | 1,503 | +2.1% | 0.00% | -33.3% |
| Q4 2020 | $43,000 | -31.7% | 1,472 | -32.4% | 0.00% | -25.0% |
| Q3 2020 | $63,000 | -29.2% | 2,177 | -29.2% | 0.00% | -33.3% |
| Q2 2020 | $89,000 | -97.4% | 3,077 | -97.6% | 0.01% | -97.9% |
| Q1 2020 | $3,360,000 | 0.0% | 128,038 | +5.7% | 0.29% | +21.6% |
| Q4 2019 | $3,360,000 | -1.3% | 121,083 | -1.3% | 0.24% | -11.3% |
| Q3 2019 | $3,404,000 | +3.0% | 122,664 | +0.8% | 0.27% | -4.0% |
| Q2 2019 | $3,304,000 | -10.4% | 121,690 | -13.8% | 0.28% | -17.1% |
| Q1 2019 | $3,689,000 | -33.2% | 141,139 | -36.2% | 0.33% | -41.6% |
| Q4 2018 | $5,521,000 | – | 221,338 | – | 0.57% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 377,377 | $9,068,370 | 5.78% |
| PFG Private Wealth Management, LLC | 265,391 | $6,377,352 | 4.74% |
| Gateway Advisory, LLC | 708,259 | $17,019,461 | 3.47% |
| Peloton Wealth Strategists | 226,425 | $5,441 | 2.51% |
| Keeler Thomas Management LLC | 252,991 | $6,219,921 | 2.30% |
| 4Thought Financial Group Inc. | 117,740 | $2,829,287 | 2.28% |
| Platte River Wealth Advisors, LLC | 242,650 | $5,830,880 | 2.13% |
| Klingman & Associates, LLC | 1,037,442 | $24,929,742 | 2.02% |
| Sound View Wealth Advisors Group, LLC | 614,233 | $14,760,021 | 1.84% |
| Aptus Capital Advisors, LLC | 2,536,519 | $60,952,552 | 1.66% |