ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 55 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $205,440 | -1.9% | 9,151 | 0.0% | 0.05% | -8.9% |
| Q1 2023 | $209,375 | +0.3% | 9,151 | -2.8% | 0.06% | -6.7% |
| Q4 2022 | $208,731 | +1.8% | 9,415 | 0.0% | 0.06% | -4.8% |
| Q3 2022 | $205,000 | -4.7% | 9,415 | 0.0% | 0.06% | 0.0% |
| Q2 2022 | $215,000 | -0.9% | 9,415 | +6.2% | 0.06% | +8.6% |
| Q1 2022 | $217,000 | -35.6% | 8,865 | -29.9% | 0.06% | -38.9% |
| Q3 2021 | $337,000 | – | 12,652 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 296,600 | $6,463,000 | 4.24% |
| 4Thought Financial Group Inc. | 129,881 | $2,830,000 | 2.78% |
| Signature Wealth Management Group | 173,642 | $3,784,000 | 1.92% |
| Matthew Goff Investment Advisor, LLC | 265,960 | $5,795,000 | 1.66% |
| Aptus Capital Advisors, LLC | 2,939,488 | $64,051,000 | 1.54% |
| Klingman & Associates, LLC | 688,658 | $15,006,000 | 1.47% |
| Guidance Point Advisors, LLC | 135,124 | $2,957,000 | 1.35% |
| Seneca House Advisors | 77,298 | $1,684,000 | 1.25% |
| SIGMA INVESTMENT COUNSELORS INC | 640,531 | $13,957,000 | 1.19% |
| H. L. Ormond & Company, LLC | 32,432 | $707,000 | 1.13% |