ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 102 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $371,744 | +7.4% | 15,470 | +9.5% | 0.01% | +20.0% |
| Q2 2023 | $346,210 | +8.0% | 14,131 | +9.9% | 0.01% | 0.0% |
| Q1 2023 | $320,554 | +2.7% | 12,853 | 0.0% | 0.01% | -16.7% |
| Q4 2022 | $312,199 | -10.3% | 12,853 | -12.2% | 0.01% | -33.3% |
| Q3 2022 | $348,000 | -4.7% | 14,639 | 0.0% | 0.01% | +12.5% |
| Q2 2022 | $365,000 | -4.5% | 14,639 | +1.0% | 0.01% | 0.0% |
| Q1 2022 | $382,000 | -6.8% | 14,489 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $410,000 | -1.7% | 14,489 | -0.4% | 0.01% | 0.0% |
| Q3 2021 | $417,000 | +1.7% | 14,547 | +2.5% | 0.01% | -20.0% |
| Q2 2021 | $410,000 | +4.1% | 14,189 | +2.0% | 0.01% | -9.1% |
| Q1 2021 | $394,000 | +4.8% | 13,914 | +9.4% | 0.01% | -8.3% |
| Q4 2020 | $376,000 | +26.6% | 12,714 | +24.5% | 0.01% | +9.1% |
| Q3 2020 | $297,000 | +43.5% | 10,212 | +42.2% | 0.01% | +22.2% |
| Q2 2020 | $207,000 | +2200.0% | 7,182 | +1981.7% | 0.01% | – |
| Q1 2019 | $9,000 | – | 345 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 121,708 | $3,038,000 | 2.85% |
| PFG Private Wealth Management, LLC | 196,142 | $4,896,000 | 2.75% |
| Aptus Capital Advisors, LLC | 3,823,959 | $95,446,000 | 2.48% |
| Legacy CG, LLC | 123,491 | $3,082,000 | 2.12% |
| Peloton Wealth Strategists | 161,000 | $4,019,000 | 1.96% |
| Signature Wealth Management Group | 146,735 | $3,663,000 | 1.78% |
| Matthew Goff Investment Advisor, LLC | 263,456 | $6,576,000 | 1.77% |
| SIGMA INVESTMENT COUNSELORS INC | 807,617 | $20,158,000 | 1.64% |
| CAPITAL ADVISORS INC/OK | 1,664,198 | $41,538,000 | 1.25% |
| Bradley & Co. Private Wealth Management, LLC | 44,247 | $1,105,000 | 1.22% |