ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,740,610 | +816.3% | 125,142 | +839.3% | 0.25% | +814.8% |
| Q2 2023 | $299,102 | -1.9% | 13,323 | 0.0% | 0.03% | -3.6% |
| Q1 2023 | $304,831 | +3.2% | 13,323 | 0.0% | 0.03% | -6.7% |
| Q4 2022 | $295,371 | -23.3% | 13,323 | -24.6% | 0.03% | -30.2% |
| Q3 2022 | $385,000 | -4.7% | 17,675 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $404,000 | -6.7% | 17,675 | 0.0% | 0.04% | +4.9% |
| Q1 2022 | $433,000 | -7.9% | 17,675 | 0.0% | 0.04% | -14.6% |
| Q3 2021 | $470,000 | -0.8% | 17,675 | 0.0% | 0.05% | -2.0% |
| Q2 2021 | $474,000 | +2.6% | 17,675 | 0.0% | 0.05% | -5.8% |
| Q1 2021 | $462,000 | -4.9% | 17,675 | 0.0% | 0.05% | -10.3% |
| Q4 2020 | $486,000 | +28.6% | 17,675 | +26.4% | 0.06% | +16.0% |
| Q3 2020 | $378,000 | +1.1% | 13,987 | 0.0% | 0.05% | -3.8% |
| Q2 2020 | $374,000 | +11.0% | 13,987 | 0.0% | 0.05% | -7.1% |
| Q1 2020 | $337,000 | -5.6% | 13,987 | 0.0% | 0.06% | +3.7% |
| Q4 2019 | $357,000 | – | 13,987 | – | 0.05% | – |
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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% |