ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 175 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,496,866 | +74.9% | 603,282 | +78.3% | 0.01% | +66.7% |
| Q2 2023 | $8,289,502 | -78.7% | 338,347 | -78.3% | 0.00% | -81.2% |
| Q1 2023 | $38,912,710 | +656.1% | 1,560,253 | +636.4% | 0.02% | +700.0% |
| Q4 2022 | $5,146,371 | +2.5% | 211,872 | +0.4% | 0.00% | 0.0% |
| Q3 2022 | $5,022,000 | +331.4% | 211,103 | +413.1% | 0.00% | – |
| Q4 2021 | $1,164,000 | -54.1% | 41,144 | -53.5% | 0.00% | -100.0% |
| Q3 2021 | $2,536,000 | +168.6% | 88,523 | +171.0% | 0.00% | – |
| Q2 2021 | $944,000 | -73.3% | 32,670 | -72.7% | 0.00% | -100.0% |
| Q4 2020 | $3,538,000 | -14.5% | 119,718 | -15.8% | 0.00% | 0.0% |
| Q3 2020 | $4,139,000 | +57.1% | 142,266 | +55.7% | 0.00% | 0.0% |
| Q2 2020 | $2,635,000 | -84.1% | 91,371 | -85.5% | 0.00% | -87.5% |
| Q1 2020 | $16,568,000 | +270.2% | 631,404 | +291.5% | 0.02% | +128.6% |
| Q3 2019 | $4,476,000 | +180.8% | 161,298 | +174.7% | 0.01% | +133.3% |
| Q2 2019 | $1,594,000 | +88.6% | 58,709 | +81.6% | 0.00% | +200.0% |
| Q1 2019 | $845,000 | -8.5% | 32,337 | -11.8% | 0.00% | -50.0% |
| Q3 2018 | $924,000 | – | 36,660 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 119,678 | $3,386,000 | 2.74% |
| PFG Private Wealth Management, LLC | 171,370 | $4,849,000 | 2.50% |
| Legacy CG, LLC | 125,274 | $3,545,000 | 2.13% |
| Peloton Wealth Strategists | 154,500 | $4,372,000 | 1.75% |
| Matthew Goff Investment Advisor, LLC | 258,267 | $7,308,000 | 1.67% |
| SIGMA INVESTMENT COUNSELORS INC | 697,104 | $19,724,000 | 1.38% |
| Signature Wealth Management Group | 92,423 | $2,615,000 | 1.32% |
| Bradley & Co. Private Wealth Management, LLC | 57,619 | $1,630,000 | 1.31% |
| Praetorian Wealth Management, Inc. | 74,096 | $2,096,000 | 0.68% |
| Capital Investment Advisors, LLC | 694,706 | $19,657,000 | 0.60% |