ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 68 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
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% |