ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 118 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 | $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 ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 125,857 | $3,313,000 | 2.68% |
| PFG Private Wealth Management, LLC | 179,225 | $4,718,000 | 2.44% |
| Legacy CG, LLC | 136,648 | $3,597,000 | 2.16% |
| Matthew Goff Investment Advisor, LLC | 268,222 | $7,061,000 | 1.62% |
| Signature Wealth Management Group | 98,281 | $2,587,000 | 1.30% |
| Bradley & Co. Private Wealth Management, LLC | 41,355 | $1,088,000 | 0.87% |
| WRAPMANAGER INC | 75,096 | $1,977,000 | 0.49% |
| Peloton Wealth Strategists | 44,500 | $1,171,000 | 0.47% |
| Kesler, Norman & Wride, LLC | 78,919 | $2,078,000 | 0.44% |
| Capital Investment Advisors, LLC | 505,178 | $13,299,000 | 0.41% |