ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 139 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 | $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 ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 159,786 | $4,608,000 | 4.34% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 429,242 | $12,384,000 | 2.20% |
| Signature Wealth Management Group | 76,916 | $2,218,000 | 1.70% |
| Timber Creek Capital Management LLC | 48,060 | $1,386,000 | 0.87% |
| Motley Fool Wealth Management, LLC | 502,929 | $14,504,000 | 0.82% |
| Andesa Financial Management Inc. | 24,070 | $696,000 | 0.62% |
| Wealth Advisory Solutions, LLC | 64,615 | $1,864,000 | 0.52% |
| Avestar Capital, LLC | 37,953 | $1,095,000 | 0.48% |
| Peloton Wealth Strategists | 26,000 | $750,000 | 0.47% |
| Capital Investment Advisors, LLC | 240,136 | $6,926,000 | 0.36% |