ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 152 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,336,581 | +0.3% | 147,180 | +0.9% | 0.25% | -1.9% |
| Q1 2024 | $3,327,525 | +13.7% | 145,816 | +14.9% | 0.26% | +7.9% |
| Q4 2023 | $2,926,525 | +6.8% | 126,854 | +1.4% | 0.24% | -3.2% |
| 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 | 312,271 | $6,923 | 4.30% |
| 4Thought Financial Group Inc. | 132,108 | $2,929,000 | 2.64% |
| Signature Wealth Management Group | 184,472 | $4,089,737 | 2.00% |
| Klingman & Associates, LLC | 1,021,610 | $22,649,102 | 1.99% |
| Seneca House Advisors | 146,538 | $3,248,748 | 1.80% |
| Aptus Capital Advisors, LLC | 2,464,372 | $54,635,127 | 1.68% |
| Guidance Point Advisors, LLC | 155,452 | $3,446,363 | 1.46% |
| Peloton Wealth Strategists | 124,700 | $2,765 | 1.33% |
| SIGMA INVESTMENT COUNSELORS INC | 660,351 | $14,639,972 | 1.20% |
| Matthew Goff Investment Advisor, LLC | 206,849 | $4,585,839 | 1.20% |