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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $49,897,634 | +13.1% | 1,988,746 | +8.3% | 1.25% | +2.5% |
| Q3 2023 | $44,136,451 | +10.2% | 1,836,723 | +12.4% | 1.22% | 0.0% |
| Q2 2023 | $40,043,498 | +12.2% | 1,634,428 | +14.2% | 1.22% | +16.1% |
| Q1 2023 | $35,690,179 | +134615.5% | 1,431,042 | +31.2% | 1.05% | +31.2% |
| Q4 2022 | $26,493 | -99.9% | 1,090,708 | +15.1% | 0.80% | +3.9% |
| Q3 2022 | $22,540,000 | +8.4% | 947,466 | +13.7% | 0.77% | +11.9% |
| Q2 2022 | $20,799,000 | +4.1% | 833,291 | +9.8% | 0.69% | +13.1% |
| Q1 2022 | $19,988,000 | +1.7% | 758,855 | +9.2% | 0.61% | +1.7% |
| Q4 2021 | $19,657,000 | +9.4% | 694,706 | +10.7% | 0.60% | -0.8% |
| Q3 2021 | $17,972,000 | +13.1% | 627,299 | +14.1% | 0.60% | +10.4% |
| Q2 2021 | $15,896,000 | +24.6% | 550,021 | +22.1% | 0.55% | +13.9% |
| Q1 2021 | $12,760,000 | +13.4% | 450,569 | +18.3% | 0.48% | +2.1% |
| Q4 2020 | $11,255,000 | +16.8% | 380,891 | +15.0% | 0.47% | +2.4% |
| Q3 2020 | $9,639,000 | +39.2% | 331,345 | +38.0% | 0.46% | +28.1% |
| Q2 2020 | $6,926,000 | +190.6% | 240,136 | +179.7% | 0.36% | +212.2% |
| Q4 2019 | $2,383,000 | – | 85,864 | – | 0.12% | – |
Download | ||||||
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% |