ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 43 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $706,381 | -3.4% | 32,255 | -1.0% | 0.00% | 0.0% |
| Q2 2023 | $731,574 | -0.8% | 32,587 | +1.1% | 0.00% | 0.0% |
| Q1 2023 | $737,830 | +4.1% | 32,248 | +0.8% | 0.00% | -25.0% |
| Q4 2022 | $708,931 | -14.8% | 31,977 | -16.2% | 0.00% | -20.0% |
| Q3 2022 | $832,000 | -5.5% | 38,173 | -0.9% | 0.01% | -16.7% |
| Q2 2022 | $880,000 | +63.0% | 38,523 | +74.8% | 0.01% | +100.0% |
| Q1 2022 | $540,000 | +1.9% | 22,037 | +9.5% | 0.00% | -25.0% |
| Q4 2021 | $530,000 | -6.0% | 20,121 | -5.0% | 0.00% | -20.0% |
| Q3 2021 | $564,000 | +1051.0% | 21,188 | +1053.4% | 0.01% | – |
| Q2 2021 | $49,000 | +2.1% | 1,837 | 0.0% | 0.00% | -100.0% |
| Q1 2021 | $48,000 | -4.0% | 1,837 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $50,000 | 0.0% | 1,837 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $50,000 | – | 1,837 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Envision Financial Planning, LLC | 397,055 | $8,695,504 | 8.61% |
| PFG Private Wealth Management, LLC | 249,055 | $5,454,309 | 4.06% |
| Gateway Advisory, LLC | 773,587 | $16,941,556 | 3.46% |
| 4Thought Financial Group Inc. | 127,805 | $2,798,920 | 2.25% |
| Keeler Thomas Management LLC | 264,463 | $5,929,435 | 2.19% |
| Peloton Wealth Strategists | 212,400 | $4,652 | 2.14% |
| Platte River Wealth Advisors, LLC | 261,117 | $5,718,462 | 2.09% |
| Klingman & Associates, LLC | 1,128,664 | $24,717,736 | 2.00% |
| SUMMITRY LLC | 1,374,434 | $30,100,103 | 1.98% |
| Seneca House Advisors | 166,385 | $3,637,176 | 1.89% |