ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 102 filers reported holding ISHARES TR in Q3 2022. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 338,563 | $8,294,798 | 5.61% |
| PFG Private Wealth Management, LLC | 317,810 | $7,786,334 | 4.60% |
| Gateway Advisory, LLC | 699,504 | $17,137,851 | 3.63% |
| Keeler Thomas Management LLC | 236,682 | $5,804,073 | 2.34% |
| 4Thought Financial Group Inc. | 116,867 | $2,863,250 | 2.28% |
| Peloton Wealth Strategists | 204,925 | $5,021 | 2.22% |
| Signature Wealth Management Group | 193,559 | $4,742,203 | 2.21% |
| Aptus Capital Advisors, LLC | 3,644,592 | $89,292,504 | 2.14% |
| Platte River Wealth Advisors, LLC | 241,985 | $5,928,633 | 2.08% |
| Klingman & Associates, LLC | 1,013,122 | $24,821,495 | 2.00% |