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 ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 127,579 | $3,127,000 | 2.77% |
| PFG Private Wealth Management, LLC | 191,769 | $4,700,000 | 2.41% |
| Legacy CG, LLC | 133,750 | $3,278,000 | 2.13% |
| Matthew Goff Investment Advisor, LLC | 270,098 | $6,620,000 | 1.55% |
| Signature Wealth Management Group | 117,971 | $2,891,000 | 1.30% |
| Bradley & Co. Private Wealth Management, LLC | 47,235 | $1,157,000 | 0.99% |
| SIGMA INVESTMENT COUNSELORS INC | 535,016 | $13,113,000 | 0.94% |
| Guidance Point Advisors, LLC | 50,844 | $1,844,000 | 0.70% |
| Peloton Wealth Strategists | 53,000 | $1,299,000 | 0.54% |
| WRAPMANAGER INC | 75,225 | $1,844,000 | 0.49% |