ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 55 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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |