ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 279 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $59,323,163 | +8.6% | 2,394,960 | +9.2% | 1.34% | +5.3% |
Q1 2024 | $54,625,037 | +9.5% | 2,193,336 | +10.3% | 1.27% | +1.8% |
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 ↓ |
---|---|---|---|
Gratus Wealth Advisors, LLC | 1,077,750 | $26,857,519 | 4.63% |
PFG Private Wealth Management, LLC | 273,371 | $6,771,405 | 4.11% |
MONUMENTAL FINANCIAL GROUP INC. | 376,543 | $9,326,970 | 4.07% |
Paradigm, Strategies in Wealth Management, LLC | 238,070 | $5,896,993 | 3.62% |
Gateway Advisory, LLC | 830,142 | $20,562,640 | 3.49% |
Michael S. Ryan, Inc. | 185,553 | $4,596,148 | 3.48% |
Windsor Capital Management, LLC | 421,715 | $10,445,877 | 3.23% |
WOODMONT INVESTMENT COUNSEL LLC | 1,368,881 | $33,907,189 | 2.77% |
Houlihan Financial Resource Group, Ltd. | 163,209 | $4,043 | 2.76% |
Kathmere Capital Management, LLC | 1,047,679 | $25,951,009 | 2.75% |