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 | $4,146,809 | +3.5% | 189,352 | +6.1% | 0.23% | +8.5% |
| Q2 2023 | $4,006,539 | +20.1% | 178,465 | +22.4% | 0.21% | +12.7% |
| Q1 2023 | $3,336,133 | +11.2% | 145,810 | +7.7% | 0.19% | +6.2% |
| Q4 2022 | $3,000,266 | -7.6% | 135,330 | -9.2% | 0.18% | -13.6% |
| Q3 2022 | $3,247,000 | -9.4% | 149,000 | -5.0% | 0.21% | -4.2% |
| Q2 2022 | $3,583,000 | -7.4% | 156,805 | -0.6% | 0.22% | +9.1% |
| Q1 2022 | $3,868,000 | +6.8% | 157,825 | +14.7% | 0.20% | +13.9% |
| Q4 2021 | $3,621,000 | +19.6% | 137,555 | +20.9% | 0.17% | +8.1% |
| Q3 2021 | $3,028,000 | +22.1% | 113,775 | +23.1% | 0.16% | +22.1% |
| Q2 2021 | $2,479,000 | +10.3% | 92,420 | +7.5% | 0.13% | +1.6% |
| Q1 2021 | $2,247,000 | -4.8% | 85,975 | +0.1% | 0.13% | -10.4% |
| Q4 2020 | $2,361,000 | +14.8% | 85,875 | +12.9% | 0.14% | +2.9% |
| Q3 2020 | $2,057,000 | +94.6% | 76,065 | +92.5% | 0.14% | +79.5% |
| Q2 2020 | $1,057,000 | +139.1% | 39,520 | +115.8% | 0.08% | +95.0% |
| Q1 2020 | $442,000 | +6214.3% | 18,315 | +6560.0% | 0.04% | +3900.0% |
| Q4 2019 | $7,000 | – | 275 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 196,651 | $5,406,000 | 4.14% |
| Signature Wealth Management Group | 50,207 | $1,380,000 | 0.87% |
| CGN Advisors LLC | 27,869 | $766,000 | 0.31% |
| Sandy Spring Bank | 85,875 | $2,361,000 | 0.14% |
| BENJAMIN EDWARDS INC | 6,696 | $184,000 | 0.14% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 323,253 | $8,886,000 | 0.13% |
| NAVELLIER & ASSOCIATES INC | 24,300 | $668,000 | 0.12% |
| Capital Investment Advisors, LLC | 103,204 | $2,837,000 | 0.12% |
| ARROW FINANCIAL CORP | 18,418 | $506,000 | 0.10% |
| MCF Advisors LLC | 17,675 | $486,000 | 0.06% |