ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 234 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 | $1,388,210 | +2.3% | 56,044 | +2.9% | 0.22% | -1.3% |
| Q1 2024 | $1,356,600 | -1.5% | 54,471 | -0.7% | 0.23% | -9.5% |
| Q4 2023 | $1,376,613 | -17.8% | 54,867 | -21.2% | 0.25% | -24.8% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 173,278 | $5,041,000 | 4.39% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 463,709 | $13,489,000 | 2.26% |
| Signature Wealth Management Group | 76,946 | $2,238,000 | 1.61% |
| Motley Fool Wealth Management, LLC | 523,828 | $15,238,000 | 0.79% |
| Peloton Wealth Strategists | 48,000 | $1,396,000 | 0.78% |
| Timber Creek Capital Management LLC | 39,755 | $1,156,000 | 0.64% |
| Capital Investment Advisors, LLC | 331,345 | $9,639,000 | 0.46% |
| Avestar Capital, LLC | 41,955 | $1,223,000 | 0.40% |
| Wealth Advisory Solutions, LLC | 44,547 | $1,296,000 | 0.34% |
| Sandy Spring Bank | 118,915 | $3,459,000 | 0.24% |