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 | $3,240,044 | +139.2% | 134,833 | +143.8% | 0.29% | +139.3% |
| Q2 2023 | $1,354,753 | +115.7% | 55,296 | +119.6% | 0.12% | +106.8% |
| Q1 2023 | $628,069 | +12.9% | 25,183 | +9.9% | 0.06% | +3.5% |
| Q4 2022 | $556,431 | +17.4% | 22,908 | +15.0% | 0.06% | +7.5% |
| Q3 2022 | $474,000 | +71.7% | 19,913 | +79.8% | 0.05% | +82.8% |
| Q2 2022 | $276,000 | -5.5% | 11,073 | 0.0% | 0.03% | +7.4% |
| Q1 2022 | $292,000 | -7.9% | 11,073 | 0.0% | 0.03% | -15.6% |
| Q3 2021 | $317,000 | -0.9% | 11,073 | 0.0% | 0.03% | -3.0% |
| Q2 2021 | $320,000 | +1.9% | 11,073 | 0.0% | 0.03% | -5.7% |
| Q1 2021 | $314,000 | -4.0% | 11,073 | 0.0% | 0.04% | -10.3% |
| Q4 2020 | $327,000 | +34.6% | 11,073 | +32.8% | 0.04% | +21.9% |
| Q3 2020 | $243,000 | +0.8% | 8,340 | 0.0% | 0.03% | -5.9% |
| Q2 2020 | $241,000 | +10.0% | 8,340 | 0.0% | 0.03% | -8.1% |
| Q1 2020 | $219,000 | -5.2% | 8,340 | 0.0% | 0.04% | +5.7% |
| Q4 2019 | $231,000 | – | 8,340 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 120,844 | $3,183,000 | 2.82% |
| PFG Private Wealth Management, LLC | 182,410 | $4,805,000 | 2.47% |
| Legacy CG, LLC | 120,746 | $3,180,000 | 2.07% |
| Peloton Wealth Strategists | 163,000 | $4,293,000 | 1.79% |
| Matthew Goff Investment Advisor, LLC | 265,620 | $6,996,000 | 1.64% |
| SIGMA INVESTMENT COUNSELORS INC | 784,781 | $20,671,000 | 1.48% |
| Signature Wealth Management Group | 108,488 | $2,858,000 | 1.29% |
| Bradley & Co. Private Wealth Management, LLC | 39,888 | $1,051,000 | 0.90% |
| Praetorian Wealth Management, Inc. | 85,563 | $2,253,000 | 0.77% |
| Guidance Point Advisors, LLC | 48,387 | $1,872,000 | 0.71% |