ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 118 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,609,453 | +4.0% | 73,491 | +6.8% | 0.32% | +9.9% |
| Q2 2023 | $1,546,929 | +12.6% | 68,844 | +15.5% | 0.29% | +2.4% |
| Q1 2023 | $1,373,902 | +18.4% | 59,631 | +13.9% | 0.29% | +7.1% |
| Q4 2022 | $1,160,193 | +41.5% | 52,332 | +39.1% | 0.27% | +25.9% |
| Q3 2022 | $820,000 | -4.7% | 37,616 | -0.1% | 0.21% | -1.9% |
| Q2 2022 | $860,000 | -2.8% | 37,654 | +2.9% | 0.22% | +9.6% |
| Q1 2022 | $885,000 | +34.7% | 36,594 | +46.6% | 0.20% | +31.3% |
| Q4 2021 | $657,000 | +1.7% | 24,967 | +2.8% | 0.15% | -1.3% |
| Q3 2021 | $646,000 | +6.8% | 24,282 | +7.7% | 0.15% | 0.0% |
| Q2 2021 | $605,000 | +9.4% | 22,555 | +7.9% | 0.15% | +3.4% |
| Q1 2021 | $553,000 | – | 20,900 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 125,857 | $3,313,000 | 2.68% |
| PFG Private Wealth Management, LLC | 179,225 | $4,718,000 | 2.44% |
| Legacy CG, LLC | 136,648 | $3,597,000 | 2.16% |
| Matthew Goff Investment Advisor, LLC | 268,222 | $7,061,000 | 1.62% |
| Signature Wealth Management Group | 98,281 | $2,587,000 | 1.30% |
| Bradley & Co. Private Wealth Management, LLC | 41,355 | $1,088,000 | 0.87% |
| WRAPMANAGER INC | 75,096 | $1,977,000 | 0.49% |
| Peloton Wealth Strategists | 44,500 | $1,171,000 | 0.47% |
| Kesler, Norman & Wride, LLC | 78,919 | $2,078,000 | 0.44% |
| Capital Investment Advisors, LLC | 505,178 | $13,299,000 | 0.41% |