ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 69 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $23,387,426 | +7.1% | 1,031,647 | +7.8% | 0.03% | +3.1% |
| Q1 2024 | $21,830,540 | +7.2% | 956,641 | +8.4% | 0.03% | -3.0% |
| Q4 2023 | $20,365,659 | +14.2% | 882,777 | +8.4% | 0.03% | +3.1% |
| Q3 2023 | $17,835,007 | -0.5% | 814,384 | +2.0% | 0.03% | 0.0% |
| Q2 2023 | $17,926,785 | +0.2% | 798,520 | +2.2% | 0.03% | -5.9% |
| Q1 2023 | $17,884,750 | +4.9% | 781,676 | +1.6% | 0.03% | 0.0% |
| Q4 2022 | $17,056,318 | +66.5% | 769,342 | +63.7% | 0.03% | +47.8% |
| Q3 2022 | $10,242,000 | +906.1% | 470,019 | +954.9% | 0.02% | +1050.0% |
| Q2 2022 | $1,018,000 | -7.4% | 44,555 | -0.6% | 0.00% | 0.0% |
| Q1 2022 | $1,099,000 | +0.4% | 44,835 | +7.7% | 0.00% | 0.0% |
| Q4 2021 | $1,095,000 | +33.0% | 41,612 | +34.6% | 0.00% | 0.0% |
| Q3 2021 | $823,000 | +8.7% | 30,912 | +9.5% | 0.00% | 0.0% |
| Q2 2021 | $757,000 | +67.8% | 28,237 | +63.6% | 0.00% | +100.0% |
| Q1 2021 | $451,000 | – | 17,257 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Envision Financial Planning, LLC | 457,091 | $10,362,259 | 7.92% |
| Seven Springs Wealth Group, LLC | 631,784 | $14,322,548 | 5.60% |
| PFG Private Wealth Management, LLC | 292,327 | $6,627,057 | 4.02% |
| Gateway Advisory, LLC | 907,556 | $20,574,304 | 3.49% |
| LFA - Lugano Financial Advisors SA | 154,098 | $3,493,402 | 2.66% |
| Peloton Wealth Strategists | 265,000 | $6,008 | 2.47% |
| Houlihan Financial Resource Group, Ltd. | 157,219 | $3,564 | 2.43% |
| Signature Wealth Management Group | 234,042 | $5,305,731 | 2.32% |
| Keeler Thomas Management LLC | 287,878 | $6,530,368 | 2.22% |
| 4Thought Financial Group Inc. | 156,335 | $3,544,120 | 2.20% |