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 | 155,783 | $4,088,000 | 4.40% |
| Signature Wealth Management Group | 76,901 | $2,018,000 | 1.77% |
| Motley Fool Wealth Management, LLC | 514,103 | $13,490,000 | 0.97% |
| Timber Creek Capital Management LLC | 48,765 | $1,279,000 | 0.93% |
| Avestar Capital, LLC | 32,238 | $846,000 | 0.46% |
| BENJAMIN EDWARDS INC | 12,869 | $338,000 | 0.35% |
| Peloton Wealth Strategists | 16,000 | $420,000 | 0.34% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 128,038 | $3,360,000 | 0.29% |
| Wealth Advisory Solutions, LLC | 31,867 | $836,000 | 0.28% |
| HMS Capital Management, LLC | 10,834 | $284,000 | 0.28% |