ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 175 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 | $22,836,694 | +13.1% | 950,341 | +15.3% | 0.01% | +14.3% |
| Q2 2023 | $20,185,746 | -5.7% | 823,908 | -4.0% | 0.01% | -12.5% |
| Q1 2023 | $21,404,855 | +62.0% | 858,254 | +57.8% | 0.01% | +60.0% |
| Q4 2022 | $13,214,950 | +265.0% | 544,049 | +257.5% | 0.01% | +150.0% |
| Q3 2022 | $3,621,000 | +14.2% | 152,198 | +19.8% | 0.00% | +100.0% |
| Q2 2022 | $3,170,000 | -0.7% | 126,997 | +4.8% | 0.00% | 0.0% |
| Q1 2022 | $3,192,000 | +11.3% | 121,179 | +19.5% | 0.00% | 0.0% |
| Q4 2021 | $2,869,000 | +1.8% | 101,400 | +3.1% | 0.00% | 0.0% |
| Q3 2021 | $2,819,000 | +5.7% | 98,380 | +6.5% | 0.00% | 0.0% |
| Q2 2021 | $2,668,000 | +40.8% | 92,339 | +38.0% | 0.00% | 0.0% |
| Q1 2021 | $1,895,000 | +19.6% | 66,919 | +24.8% | 0.00% | 0.0% |
| Q4 2020 | $1,585,000 | -44.5% | 53,625 | -45.4% | 0.00% | 0.0% |
| Q3 2020 | $2,858,000 | +18.6% | 98,236 | +17.6% | 0.00% | 0.0% |
| Q2 2020 | $2,409,000 | +75.3% | 83,540 | +59.5% | 0.00% | 0.0% |
| Q1 2020 | $1,374,000 | -14.4% | 52,370 | -9.5% | 0.00% | 0.0% |
| Q4 2019 | $1,605,000 | +17.9% | 57,840 | +17.9% | 0.00% | 0.0% |
| Q3 2019 | $1,361,000 | +14.3% | 49,068 | +11.9% | 0.00% | – |
| Q2 2019 | $1,191,000 | +83.5% | 43,859 | +76.5% | 0.00% | – |
| Q1 2019 | $649,000 | +138.6% | 24,843 | +127.5% | 0.00% | – |
| Q4 2018 | $272,000 | – | 10,918 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 159,786 | $4,608,000 | 4.34% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 429,242 | $12,384,000 | 2.20% |
| Signature Wealth Management Group | 76,916 | $2,218,000 | 1.70% |
| Timber Creek Capital Management LLC | 48,060 | $1,386,000 | 0.87% |
| Motley Fool Wealth Management, LLC | 502,929 | $14,504,000 | 0.82% |
| Andesa Financial Management Inc. | 24,070 | $696,000 | 0.62% |
| Wealth Advisory Solutions, LLC | 64,615 | $1,864,000 | 0.52% |
| Avestar Capital, LLC | 37,953 | $1,095,000 | 0.48% |
| Peloton Wealth Strategists | 26,000 | $750,000 | 0.47% |
| Capital Investment Advisors, LLC | 240,136 | $6,926,000 | 0.36% |