ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 81 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $38,087,161 | +16.2% | 1,650,939 | +10.3% | 0.96% | +5.3% |
| Q3 2023 | $32,769,261 | +12.7% | 1,496,313 | +15.5% | 0.91% | +2.3% |
| Q2 2023 | $29,084,203 | +146117.9% | 1,295,510 | +44.4% | 0.89% | +47.3% |
| Q4 2022 | $19,891 | -99.9% | 897,222 | +19.1% | 0.60% | +6.9% |
| Q3 2022 | $16,418,000 | +12.6% | 753,459 | +18.1% | 0.56% | +16.3% |
| Q2 2022 | $14,583,000 | +3.6% | 638,226 | +11.2% | 0.48% | +12.6% |
| Q1 2022 | $14,071,000 | +5.8% | 574,105 | +13.6% | 0.43% | +5.9% |
| Q4 2021 | $13,299,000 | +15.2% | 505,178 | +16.5% | 0.41% | +4.6% |
| Q3 2021 | $11,540,000 | +20.3% | 433,598 | +21.2% | 0.39% | +17.2% |
| Q2 2021 | $9,592,000 | +70.4% | 357,661 | +66.1% | 0.33% | +56.1% |
| Q1 2021 | $5,628,000 | +98.4% | 215,369 | +108.7% | 0.21% | +78.2% |
| Q4 2020 | $2,837,000 | +226.1% | 103,204 | +220.7% | 0.12% | +183.3% |
| Q3 2020 | $870,000 | – | 32,179 | – | 0.04% | – |
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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% |