ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 83 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $220,932 | -13.2% | 9,194 | -11.5% | 0.06% | -12.5% |
| Q2 2023 | $254,653 | -1.8% | 10,394 | 0.0% | 0.06% | -7.2% |
| Q1 2023 | $259,226 | -4.1% | 10,394 | -6.6% | 0.07% | -10.4% |
| Q4 2022 | $270,299 | -1.0% | 11,128 | -3.0% | 0.08% | -7.2% |
| Q3 2022 | $273,000 | +13.3% | 11,470 | +18.6% | 0.08% | +18.6% |
| Q2 2022 | $241,000 | -5.5% | 9,670 | 0.0% | 0.07% | +2.9% |
| Q1 2022 | $255,000 | +14.3% | 9,670 | +22.9% | 0.07% | +17.2% |
| Q4 2021 | $223,000 | -60.2% | 7,871 | -59.7% | 0.06% | -63.3% |
| Q3 2021 | $560,000 | – | 19,532 | – | 0.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 121,708 | $3,038,000 | 2.85% |
| PFG Private Wealth Management, LLC | 196,142 | $4,896,000 | 2.75% |
| Aptus Capital Advisors, LLC | 3,823,959 | $95,446,000 | 2.48% |
| Legacy CG, LLC | 123,491 | $3,082,000 | 2.12% |
| Peloton Wealth Strategists | 161,000 | $4,019,000 | 1.96% |
| Signature Wealth Management Group | 146,735 | $3,663,000 | 1.78% |
| Matthew Goff Investment Advisor, LLC | 263,456 | $6,576,000 | 1.77% |
| SIGMA INVESTMENT COUNSELORS INC | 807,617 | $20,158,000 | 1.64% |
| CAPITAL ADVISORS INC/OK | 1,664,198 | $41,538,000 | 1.25% |
| Bradley & Co. Private Wealth Management, LLC | 44,247 | $1,105,000 | 1.22% |