ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 43 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,867,606 | +284.3% | 176,603 | +293.9% | 0.00% | – |
| Q2 2023 | $1,006,456 | -84.9% | 44,831 | -84.7% | 0.00% | -100.0% |
| Q1 2023 | $6,684,689 | +33.1% | 292,163 | +29.0% | 0.00% | +50.0% |
| Q4 2022 | $5,023,013 | +109.9% | 226,568 | +106.3% | 0.00% | +100.0% |
| Q3 2022 | $2,393,000 | -41.2% | 109,833 | -38.4% | 0.00% | -50.0% |
| Q2 2022 | $4,071,000 | +119.1% | 178,175 | +152.4% | 0.00% | +100.0% |
| Q4 2021 | $1,858,000 | +211.2% | 70,593 | +214.7% | 0.00% | – |
| Q3 2021 | $597,000 | -76.7% | 22,435 | -76.5% | 0.00% | -100.0% |
| Q2 2021 | $2,563,000 | +18.4% | 95,562 | +15.3% | 0.00% | 0.0% |
| Q1 2021 | $2,165,000 | +143.0% | 82,872 | +155.6% | 0.00% | – |
| Q4 2020 | $891,000 | +31.2% | 32,419 | +29.1% | 0.00% | – |
| Q3 2020 | $679,000 | -93.0% | 25,106 | -93.0% | 0.00% | -100.0% |
| Q2 2020 | $9,636,000 | -36.0% | 360,257 | -42.3% | 0.01% | -53.3% |
| Q1 2020 | $15,058,000 | +2762.7% | 624,551 | +2914.2% | 0.02% | +1400.0% |
| Q3 2019 | $526,000 | – | 20,720 | – | 0.00% | – |
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% |