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 | $616,803 | +89.5% | 25,668 | +91.5% | 0.14% | +75.6% |
| Q2 2023 | $325,535 | 0.0% | 13,402 | 0.0% | 0.08% | -1.3% |
| Q1 2023 | $325,535 | 0.0% | 13,402 | 0.0% | 0.08% | 0.0% |
| Q4 2022 | $325,535 | +32.3% | 13,402 | +29.0% | 0.08% | +25.4% |
| Q3 2022 | $246,000 | +89.2% | 10,386 | +102.1% | 0.06% | +90.9% |
| Q2 2022 | $130,000 | +3.2% | 5,139 | +7.1% | 0.03% | +13.8% |
| Q1 2022 | $126,000 | -7.4% | 4,799 | 0.0% | 0.03% | -12.1% |
| Q4 2021 | $136,000 | -0.7% | 4,799 | 0.0% | 0.03% | -8.3% |
| Q3 2021 | $137,000 | -1.4% | 4,799 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $139,000 | +2.2% | 4,799 | 0.0% | 0.04% | -7.7% |
| Q1 2021 | $136,000 | -4.2% | 4,799 | 0.0% | 0.04% | -13.3% |
| Q4 2020 | $142,000 | +1.4% | 4,799 | 0.0% | 0.04% | +66.7% |
| Q3 2020 | $140,000 | -36.7% | 4,799 | -37.4% | 0.03% | -67.9% |
| Q2 2020 | $221,000 | +215.7% | 7,671 | +186.9% | 0.08% | +147.1% |
| Q1 2020 | $70,000 | +1.4% | 2,674 | +7.8% | 0.03% | +21.4% |
| Q4 2019 | $69,000 | +1.5% | 2,480 | +1.6% | 0.03% | +21.7% |
| Q3 2019 | $68,000 | +3.0% | 2,440 | 0.0% | 0.02% | -11.5% |
| Q2 2019 | $66,000 | – | 2,440 | – | 0.03% | – |
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% |