ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 55 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $226,665 | +38.2% | 10,350 | +39.9% | 0.05% | +28.2% |
| Q2 2023 | $164,036 | 0.0% | 7,399 | 0.0% | 0.04% | -2.5% |
| Q1 2023 | $164,036 | 0.0% | 7,399 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $164,036 | +2.5% | 7,399 | 0.0% | 0.04% | -2.4% |
| Q3 2022 | $160,000 | +70.2% | 7,399 | +83.0% | 0.04% | +70.8% |
| Q2 2022 | $94,000 | -6.0% | 4,044 | 0.0% | 0.02% | +4.3% |
| Q1 2022 | $100,000 | -5.7% | 4,044 | 0.0% | 0.02% | -8.0% |
| Q4 2021 | $106,000 | -1.9% | 4,044 | 0.0% | 0.02% | -10.7% |
| Q3 2021 | $108,000 | +0.9% | 4,044 | +1.1% | 0.03% | 0.0% |
| Q2 2021 | $107,000 | +1.9% | 4,000 | 0.0% | 0.03% | -6.7% |
| Q1 2021 | $105,000 | -4.5% | 4,000 | 0.0% | 0.03% | -14.3% |
| Q4 2020 | $110,000 | +1.9% | 4,000 | 0.0% | 0.04% | +66.7% |
| Q3 2020 | $108,000 | +0.9% | 4,000 | 0.0% | 0.02% | -47.5% |
| Q2 2020 | $107,000 | – | 4,000 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 127,579 | $3,127,000 | 2.77% |
| PFG Private Wealth Management, LLC | 191,769 | $4,700,000 | 2.41% |
| Legacy CG, LLC | 133,750 | $3,278,000 | 2.13% |
| Matthew Goff Investment Advisor, LLC | 270,098 | $6,620,000 | 1.55% |
| Signature Wealth Management Group | 117,971 | $2,891,000 | 1.30% |
| Bradley & Co. Private Wealth Management, LLC | 47,235 | $1,157,000 | 0.99% |
| SIGMA INVESTMENT COUNSELORS INC | 535,016 | $13,113,000 | 0.94% |
| Guidance Point Advisors, LLC | 50,844 | $1,844,000 | 0.70% |
| Peloton Wealth Strategists | 53,000 | $1,299,000 | 0.54% |
| WRAPMANAGER INC | 75,225 | $1,844,000 | 0.49% |