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 | $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% | – |
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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% |