ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 83 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,673,930 | +4.3% | 69,660 | +6.5% | 0.34% | +9.8% |
| Q2 2023 | $1,605,484 | +12.3% | 65,423 | +14.8% | 0.30% | +2.3% |
| Q1 2023 | $1,429,507 | +16.9% | 56,975 | +13.2% | 0.30% | +6.0% |
| Q4 2022 | $1,222,593 | +46.2% | 50,333 | +43.2% | 0.28% | +30.1% |
| Q3 2022 | $836,000 | -4.8% | 35,138 | -0.1% | 0.22% | -2.3% |
| Q2 2022 | $878,000 | -1.3% | 35,178 | +2.8% | 0.22% | +11.6% |
| Q1 2022 | $890,000 | +33.4% | 34,206 | +45.2% | 0.20% | +29.4% |
| Q4 2021 | $667,000 | +3.6% | 23,557 | +4.7% | 0.15% | +0.7% |
| Q3 2021 | $644,000 | +7.0% | 22,493 | +7.9% | 0.15% | +0.7% |
| Q2 2021 | $602,000 | +9.1% | 20,841 | +8.0% | 0.15% | +2.7% |
| Q1 2021 | $552,000 | +53.8% | 19,299 | +41.2% | 0.15% | +5.0% |
| Q1 2020 | $359,000 | +14.7% | 13,667 | +21.1% | 0.14% | +29.6% |
| Q4 2019 | $313,000 | +16.8% | 11,288 | +16.8% | 0.11% | +8.0% |
| Q3 2019 | $268,000 | +9.4% | 9,662 | +7.0% | 0.10% | +12.4% |
| Q2 2019 | $245,000 | +26.3% | 9,032 | +21.8% | 0.09% | +25.4% |
| Q1 2019 | $194,000 | – | 7,413 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 119,678 | $3,386,000 | 2.74% |
| PFG Private Wealth Management, LLC | 171,370 | $4,849,000 | 2.50% |
| Legacy CG, LLC | 125,274 | $3,545,000 | 2.13% |
| Peloton Wealth Strategists | 154,500 | $4,372,000 | 1.75% |
| Matthew Goff Investment Advisor, LLC | 258,267 | $7,308,000 | 1.67% |
| SIGMA INVESTMENT COUNSELORS INC | 697,104 | $19,724,000 | 1.38% |
| Signature Wealth Management Group | 92,423 | $2,615,000 | 1.32% |
| Bradley & Co. Private Wealth Management, LLC | 57,619 | $1,630,000 | 1.31% |
| Praetorian Wealth Management, Inc. | 74,096 | $2,096,000 | 0.68% |
| Capital Investment Advisors, LLC | 694,706 | $19,657,000 | 0.60% |