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 | $24,929,742 | +0.4% | 1,037,442 | +2.4% | 2.02% | +0.6% |
| Q2 2023 | $24,821,495 | +0.1% | 1,013,122 | +1.9% | 2.00% | -6.1% |
| Q1 2023 | $24,784,977 | +8.2% | 993,784 | +5.4% | 2.13% | +6.2% |
| Q4 2022 | $22,907,191 | +51.1% | 943,071 | +47.9% | 2.01% | +34.9% |
| Q3 2022 | $15,165,000 | +26.8% | 637,470 | +33.0% | 1.49% | +27.4% |
| Q2 2022 | $11,963,000 | – | 479,267 | – | 1.17% | – |
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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% |