ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
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 ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 338,563 | $8,294,798 | 5.61% |
| PFG Private Wealth Management, LLC | 317,810 | $7,786,334 | 4.60% |
| Gateway Advisory, LLC | 699,504 | $17,137,851 | 3.63% |
| Keeler Thomas Management LLC | 236,682 | $5,804,073 | 2.34% |
| 4Thought Financial Group Inc. | 116,867 | $2,863,250 | 2.28% |
| Peloton Wealth Strategists | 204,925 | $5,021 | 2.22% |
| Signature Wealth Management Group | 193,559 | $4,742,203 | 2.21% |
| Aptus Capital Advisors, LLC | 3,644,592 | $89,292,504 | 2.14% |
| Platte River Wealth Advisors, LLC | 241,985 | $5,928,633 | 2.08% |
| Klingman & Associates, LLC | 1,013,122 | $24,821,495 | 2.00% |