ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 175 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $437 | -5.0% | 18,287 | -2.9% | 0.04% | -5.1% |
| Q2 2023 | $460 | -16.5% | 18,836 | -15.0% | 0.04% | -23.5% |
| Q1 2023 | $551 | +3.2% | 22,158 | +0.7% | 0.05% | -5.6% |
| Q4 2022 | $534 | -99.9% | 21,995 | -0.0% | 0.05% | -5.3% |
| Q3 2022 | $521,000 | -7.0% | 22,004 | -2.3% | 0.06% | -31.3% |
| Q2 2022 | $560,000 | -5.2% | 22,527 | 0.0% | 0.08% | +25.8% |
| Q1 2022 | $591,000 | -7.7% | 22,527 | -0.7% | 0.07% | -14.3% |
| Q4 2021 | $640,000 | -1.5% | 22,679 | 0.0% | 0.08% | -10.5% |
| Q3 2021 | $650,000 | -0.8% | 22,679 | -0.1% | 0.09% | -12.2% |
| Q2 2021 | $655,000 | +17.2% | 22,693 | +14.4% | 0.10% | -22.2% |
| Q1 2021 | $559,000 | -19.2% | 19,845 | -15.4% | 0.13% | -8.7% |
| Q4 2020 | $692,000 | +1.2% | 23,465 | -0.1% | 0.14% | -8.6% |
| Q3 2020 | $684,000 | +16.3% | 23,492 | +15.2% | 0.15% | -5.6% |
| Q2 2020 | $588,000 | +4.4% | 20,388 | -6.0% | 0.16% | -4.8% |
| Q1 2020 | $563,000 | -21.3% | 21,688 | -16.2% | 0.17% | -16.8% |
| Q4 2019 | $715,000 | +54.8% | 25,867 | +55.1% | 0.20% | +31.2% |
| Q3 2019 | $462,000 | +81.2% | 16,674 | +75.9% | 0.15% | +87.8% |
| Q2 2019 | $255,000 | +138.3% | 9,477 | +130.5% | 0.08% | +121.6% |
| Q1 2019 | $107,000 | – | 4,111 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 119,678 | $3,386,000 | 2.74% |
| PFG Private Wealth Management, LLC | 171,370 | $4,849,000 | 2.50% |
| Legacy CG, LLC | 125,274 | $3,545,000 | 2.13% |
| Peloton Wealth Strategists | 154,500 | $4,372,000 | 1.75% |
| Matthew Goff Investment Advisor, LLC | 258,267 | $7,308,000 | 1.67% |
| SIGMA INVESTMENT COUNSELORS INC | 697,104 | $19,724,000 | 1.38% |
| Signature Wealth Management Group | 92,423 | $2,615,000 | 1.32% |
| Bradley & Co. Private Wealth Management, LLC | 57,619 | $1,630,000 | 1.31% |
| Praetorian Wealth Management, Inc. | 74,096 | $2,096,000 | 0.68% |
| Capital Investment Advisors, LLC | 694,706 | $19,657,000 | 0.60% |