ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 81 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,385,912 | -0.7% | 265,747 | +1.2% | 0.01% | +9.1% |
| Q2 2023 | $6,432,943 | -0.3% | 262,569 | +1.5% | 0.01% | -8.3% |
| Q1 2023 | $6,451,928 | +7.4% | 258,698 | +4.6% | 0.01% | 0.0% |
| Q4 2022 | $6,005,536 | +11.7% | 247,243 | +9.4% | 0.01% | 0.0% |
| Q3 2022 | $5,377,000 | +24.2% | 226,033 | +30.4% | 0.01% | +33.3% |
| Q2 2022 | $4,328,000 | +44.0% | 173,384 | +52.0% | 0.01% | +50.0% |
| Q1 2022 | $3,005,000 | -6.6% | 114,095 | +0.3% | 0.01% | 0.0% |
| Q4 2021 | $3,219,000 | +17.5% | 113,773 | +19.0% | 0.01% | 0.0% |
| Q3 2021 | $2,739,000 | +21.5% | 95,609 | +22.5% | 0.01% | +20.0% |
| Q2 2021 | $2,255,000 | +39.6% | 78,023 | +36.8% | 0.01% | +25.0% |
| Q1 2021 | $1,615,000 | +126.8% | 57,032 | +136.8% | 0.00% | +100.0% |
| Q4 2020 | $712,000 | +57.9% | 24,089 | +55.3% | 0.00% | +100.0% |
| Q3 2020 | $451,000 | +38.3% | 15,509 | +37.2% | 0.00% | 0.0% |
| Q2 2020 | $326,000 | +9.8% | 11,302 | -0.2% | 0.00% | 0.0% |
| Q1 2020 | $297,000 | – | 11,325 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 120,844 | $3,183,000 | 2.82% |
| PFG Private Wealth Management, LLC | 182,410 | $4,805,000 | 2.47% |
| Legacy CG, LLC | 120,746 | $3,180,000 | 2.07% |
| Peloton Wealth Strategists | 163,000 | $4,293,000 | 1.79% |
| Matthew Goff Investment Advisor, LLC | 265,620 | $6,996,000 | 1.64% |
| SIGMA INVESTMENT COUNSELORS INC | 784,781 | $20,671,000 | 1.48% |
| Signature Wealth Management Group | 108,488 | $2,858,000 | 1.29% |
| Bradley & Co. Private Wealth Management, LLC | 39,888 | $1,051,000 | 0.90% |
| Praetorian Wealth Management, Inc. | 85,563 | $2,253,000 | 0.77% |
| Guidance Point Advisors, LLC | 48,387 | $1,872,000 | 0.71% |