ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 55 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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 312,271 | $6,923 | 4.30% |
| 4Thought Financial Group Inc. | 132,108 | $2,929,000 | 2.64% |
| Signature Wealth Management Group | 184,472 | $4,089,737 | 2.00% |
| Klingman & Associates, LLC | 1,021,610 | $22,649,102 | 1.99% |
| Seneca House Advisors | 146,538 | $3,248,748 | 1.80% |
| Aptus Capital Advisors, LLC | 2,464,372 | $54,635,127 | 1.68% |
| Guidance Point Advisors, LLC | 155,452 | $3,446,363 | 1.46% |
| Peloton Wealth Strategists | 124,700 | $2,765 | 1.33% |
| SIGMA INVESTMENT COUNSELORS INC | 660,351 | $14,639,972 | 1.20% |
| Matthew Goff Investment Advisor, LLC | 206,849 | $4,585,839 | 1.20% |