ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 139 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 159,786 | $4,608,000 | 4.34% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 429,242 | $12,384,000 | 2.20% |
| Signature Wealth Management Group | 76,916 | $2,218,000 | 1.70% |
| Timber Creek Capital Management LLC | 48,060 | $1,386,000 | 0.87% |
| Motley Fool Wealth Management, LLC | 502,929 | $14,504,000 | 0.82% |
| Andesa Financial Management Inc. | 24,070 | $696,000 | 0.62% |
| Wealth Advisory Solutions, LLC | 64,615 | $1,864,000 | 0.52% |
| Avestar Capital, LLC | 37,953 | $1,095,000 | 0.48% |
| Peloton Wealth Strategists | 26,000 | $750,000 | 0.47% |
| Capital Investment Advisors, LLC | 240,136 | $6,926,000 | 0.36% |