ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 81 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 | $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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 296,600 | $6,463,000 | 4.24% |
| 4Thought Financial Group Inc. | 129,881 | $2,830,000 | 2.78% |
| Signature Wealth Management Group | 173,642 | $3,784,000 | 1.92% |
| Matthew Goff Investment Advisor, LLC | 265,960 | $5,795,000 | 1.66% |
| Aptus Capital Advisors, LLC | 2,939,488 | $64,051,000 | 1.54% |
| Klingman & Associates, LLC | 688,658 | $15,006,000 | 1.47% |
| Guidance Point Advisors, LLC | 135,124 | $2,957,000 | 1.35% |
| Seneca House Advisors | 77,298 | $1,684,000 | 1.25% |
| SIGMA INVESTMENT COUNSELORS INC | 640,531 | $13,957,000 | 1.19% |
| H. L. Ormond & Company, LLC | 32,432 | $707,000 | 1.13% |