ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 175 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 | $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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 119,678 | $3,386,000 | 2.74% |
| PFG Private Wealth Management, LLC | 171,370 | $4,849,000 | 2.50% |
| Legacy CG, LLC | 125,274 | $3,545,000 | 2.13% |
| Peloton Wealth Strategists | 154,500 | $4,372,000 | 1.75% |
| Matthew Goff Investment Advisor, LLC | 258,267 | $7,308,000 | 1.67% |
| SIGMA INVESTMENT COUNSELORS INC | 697,104 | $19,724,000 | 1.38% |
| Signature Wealth Management Group | 92,423 | $2,615,000 | 1.32% |
| Bradley & Co. Private Wealth Management, LLC | 57,619 | $1,630,000 | 1.31% |
| Praetorian Wealth Management, Inc. | 74,096 | $2,096,000 | 0.68% |
| Capital Investment Advisors, LLC | 694,706 | $19,657,000 | 0.60% |