ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 83 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $435,496 | +36.4% | 18,123 | +39.1% | 0.00% | +50.0% |
| Q2 2023 | $319,235 | -1.8% | 13,030 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $324,968 | +7.8% | 13,030 | +5.0% | 0.00% | 0.0% |
| Q4 2022 | $301,317 | +17.7% | 12,405 | +15.3% | 0.00% | -33.3% |
| Q3 2022 | $256,000 | -4.5% | 10,755 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $268,000 | -5.3% | 10,755 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $283,000 | -6.9% | 10,755 | 0.0% | 0.00% | -25.0% |
| Q4 2021 | $304,000 | +17.8% | 10,755 | +19.5% | 0.00% | +33.3% |
| Q3 2021 | $258,000 | – | 9,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 120,844 | $3,183,000 | 2.82% |
| PFG Private Wealth Management, LLC | 182,410 | $4,805,000 | 2.47% |
| Legacy CG, LLC | 120,746 | $3,180,000 | 2.07% |
| Peloton Wealth Strategists | 163,000 | $4,293,000 | 1.79% |
| Matthew Goff Investment Advisor, LLC | 265,620 | $6,996,000 | 1.64% |
| SIGMA INVESTMENT COUNSELORS INC | 784,781 | $20,671,000 | 1.48% |
| Signature Wealth Management Group | 108,488 | $2,858,000 | 1.29% |
| Bradley & Co. Private Wealth Management, LLC | 39,888 | $1,051,000 | 0.90% |
| Praetorian Wealth Management, Inc. | 85,563 | $2,253,000 | 0.77% |
| Guidance Point Advisors, LLC | 48,387 | $1,872,000 | 0.71% |