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 | $622 | -2.8% | 25,871 | -0.9% | 0.15% | -1.3% |
| Q2 2023 | $640 | -0.3% | 26,108 | +1.5% | 0.15% | -5.1% |
| Q1 2023 | $642 | +9.0% | 25,727 | +6.1% | 0.16% | +1.3% |
| Q4 2022 | $589 | -99.9% | 24,248 | -4.4% | 0.16% | -14.4% |
| Q3 2022 | $603,000 | +1.0% | 25,356 | +6.0% | 0.18% | +3.4% |
| Q2 2022 | $597,000 | +6.4% | 23,929 | +12.4% | 0.18% | +7.4% |
| Q1 2022 | $561,000 | +71.6% | 21,289 | +84.4% | 0.16% | +53.8% |
| Q4 2021 | $327,000 | +15.5% | 11,547 | +17.1% | 0.11% | -38.4% |
| Q3 2021 | $283,000 | +31.6% | 9,863 | +32.7% | 0.17% | +16.2% |
| Q2 2021 | $215,000 | +1.9% | 7,430 | -0.2% | 0.15% | -7.5% |
| Q1 2021 | $211,000 | -0.5% | 7,448 | +3.8% | 0.16% | -2.4% |
| Q4 2020 | $212,000 | +35.9% | 7,176 | +34.2% | 0.16% | +27.1% |
| Q3 2020 | $156,000 | +8.3% | 5,349 | +7.3% | 0.13% | +7.5% |
| Q2 2020 | $144,000 | -57.4% | 4,985 | -61.3% | 0.12% | -65.8% |
| Q1 2020 | $338,000 | +13.0% | 12,869 | +19.5% | 0.35% | -42.5% |
| Q4 2019 | $299,000 | +0.7% | 10,772 | +0.7% | 0.61% | -5.1% |
| Q3 2019 | $297,000 | +19.3% | 10,692 | +16.4% | 0.64% | +6.8% |
| Q2 2019 | $249,000 | -25.7% | 9,182 | -28.4% | 0.60% | -62.4% |
| Q1 2019 | $335,000 | – | 12,831 | – | 1.60% | – |
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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% |