ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 94 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $287,618 | +13.7% | 11,841 | +16.6% | 0.00% | – |
| Q2 2022 | $253,000 | -91.1% | 10,155 | -89.4% | 0.00% | – |
| Q4 2020 | $2,830,000 | +245.1% | 95,776 | +239.7% | 0.00% | – |
| Q3 2020 | $820,000 | +49.6% | 28,195 | +48.3% | 0.00% | – |
| Q2 2020 | $548,000 | -21.7% | 19,013 | -28.7% | 0.00% | – |
| Q1 2020 | $700,000 | -14.8% | 26,667 | -10.0% | 0.00% | – |
| Q3 2019 | $822,000 | -52.4% | 29,620 | -53.4% | 0.00% | – |
| Q2 2019 | $1,728,000 | +255.6% | 63,609 | +242.2% | 0.00% | – |
| Q1 2019 | $486,000 | – | 18,590 | – | 0.00% | – |
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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% |