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 | $3,498,841 | -0.8% | 145,603 | +1.2% | 0.32% | +0.9% |
| Q2 2023 | $3,526,261 | -1.2% | 143,929 | +0.6% | 0.32% | +5.7% |
| Q1 2023 | $3,569,363 | +158.0% | 143,118 | +151.3% | 0.30% | +127.3% |
| Q4 2022 | $1,383,583 | -56.2% | 56,961 | -57.1% | 0.13% | -65.0% |
| Q3 2022 | $3,162,000 | -4.2% | 132,921 | +0.5% | 0.38% | -1.6% |
| Q2 2022 | $3,301,000 | +51.9% | 132,239 | +60.3% | 0.38% | +72.5% |
| Q1 2022 | $2,173,000 | -45.0% | 82,485 | -41.0% | 0.22% | -44.2% |
| Q4 2021 | $3,954,000 | -1.7% | 139,749 | -0.5% | 0.40% | -0.7% |
| Q3 2021 | $4,024,000 | +1.3% | 140,467 | +2.2% | 0.40% | +1.3% |
| Q2 2021 | $3,973,000 | -0.8% | 137,470 | -2.8% | 0.40% | -6.4% |
| Q1 2021 | $4,004,000 | – | 141,381 | – | 0.42% | – |
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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% |