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 2023 | $579 | -3.7% | 26,452 | -1.1% | 0.14% | -2.1% |
Q2 2023 | $601 | -0.2% | 26,754 | +1.6% | 0.14% | -4.8% |
Q1 2023 | $602 | +9.9% | 26,329 | +6.5% | 0.15% | +2.1% |
Q4 2022 | $548 | -100.0% | 24,723 | -58.3% | 0.14% | -62.9% |
Q3 2022 | $1,292,000 | +72.3% | 59,279 | +80.6% | 0.39% | +76.4% |
Q2 2022 | $750,000 | +55.3% | 32,827 | +66.5% | 0.22% | +57.1% |
Q1 2022 | $483,000 | +99.6% | 19,713 | +114.5% | 0.14% | +79.5% |
Q4 2021 | $242,000 | +4.8% | 9,190 | +6.0% | 0.08% | -44.3% |
Q3 2021 | $231,000 | +7.4% | 8,669 | +8.2% | 0.14% | -5.4% |
Q2 2021 | $215,000 | +2.9% | 8,010 | -0.1% | 0.15% | -6.9% |
Q1 2021 | $209,000 | +13.6% | 8,017 | +19.7% | 0.16% | +11.2% |
Q4 2020 | $184,000 | +35.3% | 6,696 | +33.3% | 0.14% | +27.7% |
Q3 2020 | $136,000 | +19.3% | 5,024 | +18.0% | 0.11% | +17.9% |
Q2 2020 | $114,000 | -64.4% | 4,258 | -68.0% | 0.10% | -71.4% |
Q1 2020 | $320,000 | – | 13,286 | – | 0.33% | – |
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% |