ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 69 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,510,592 | -1.0% | 160,301 | +1.5% | 0.32% | +0.6% |
| Q2 2023 | $3,544,384 | -1.4% | 157,879 | +0.5% | 0.32% | +5.6% |
| Q1 2023 | $3,595,638 | +160.3% | 157,152 | +152.2% | 0.30% | +128.8% |
| Q4 2022 | $1,381,346 | -55.8% | 62,307 | -56.6% | 0.13% | -64.6% |
| Q3 2022 | $3,126,000 | -3.7% | 143,471 | +1.0% | 0.37% | -1.1% |
| Q2 2022 | $3,245,000 | +48.9% | 142,010 | +59.7% | 0.38% | +69.1% |
| Q1 2022 | $2,180,000 | -45.3% | 88,943 | -41.3% | 0.22% | -44.5% |
| Q4 2021 | $3,987,000 | -0.9% | 151,450 | +0.2% | 0.40% | +0.2% |
| Q3 2021 | $4,024,000 | +1.1% | 151,202 | +1.9% | 0.40% | +1.0% |
| Q2 2021 | $3,979,000 | -0.7% | 148,348 | -3.3% | 0.40% | -6.1% |
| Q1 2021 | $4,008,000 | – | 153,371 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Envision Financial Planning, LLC | 397,055 | $8,695,504 | 8.61% |
| PFG Private Wealth Management, LLC | 249,055 | $5,454,309 | 4.06% |
| Gateway Advisory, LLC | 773,587 | $16,941,556 | 3.46% |
| 4Thought Financial Group Inc. | 127,805 | $2,798,920 | 2.25% |
| Keeler Thomas Management LLC | 264,463 | $5,929,435 | 2.19% |
| Peloton Wealth Strategists | 212,400 | $4,652 | 2.14% |
| Platte River Wealth Advisors, LLC | 261,117 | $5,718,462 | 2.09% |
| Klingman & Associates, LLC | 1,128,664 | $24,717,736 | 2.00% |
| SUMMITRY LLC | 1,374,434 | $30,100,103 | 1.98% |
| Seneca House Advisors | 166,385 | $3,637,176 | 1.89% |