ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 68 filers reported holding ISHARES TR in Q4 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 ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 296,600 | $6,463,000 | 4.24% |
| 4Thought Financial Group Inc. | 129,881 | $2,830,000 | 2.78% |
| Signature Wealth Management Group | 173,642 | $3,784,000 | 1.92% |
| Matthew Goff Investment Advisor, LLC | 265,960 | $5,795,000 | 1.66% |
| Aptus Capital Advisors, LLC | 2,939,488 | $64,051,000 | 1.54% |
| Klingman & Associates, LLC | 688,658 | $15,006,000 | 1.47% |
| Guidance Point Advisors, LLC | 135,124 | $2,957,000 | 1.35% |
| Seneca House Advisors | 77,298 | $1,684,000 | 1.25% |
| SIGMA INVESTMENT COUNSELORS INC | 640,531 | $13,957,000 | 1.19% |
| H. L. Ormond & Company, LLC | 32,432 | $707,000 | 1.13% |