ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 44 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,104,000 | -28.0% | 48,321 | -22.8% | 0.29% | -17.7% |
| Q1 2022 | $1,534,000 | +18.7% | 62,594 | +27.6% | 0.36% | +17.1% |
| Q4 2021 | $1,292,000 | -4.5% | 49,073 | -3.5% | 0.30% | -19.6% |
| Q3 2021 | $1,353,000 | +12.4% | 50,849 | +13.3% | 0.38% | +11.8% |
| Q2 2021 | $1,204,000 | +123.8% | 44,890 | +118.1% | 0.34% | +108.6% |
| Q1 2021 | $538,000 | – | 20,586 | – | 0.16% | – |
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% |