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 | $24,717,736 | +0.3% | 1,128,664 | +2.8% | 2.00% | +0.5% |
| Q2 2023 | $24,640,047 | -0.1% | 1,097,552 | +1.8% | 1.99% | -6.4% |
| Q1 2023 | $24,668,595 | +8.9% | 1,078,173 | +5.5% | 2.12% | +6.9% |
| Q4 2022 | $22,649,102 | +50.9% | 1,021,610 | +48.3% | 1.99% | +34.9% |
| Q3 2022 | $15,006,000 | +25.9% | 688,658 | +32.1% | 1.47% | +26.5% |
| Q2 2022 | $11,915,000 | – | 521,435 | – | 1.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 312,271 | $6,923 | 4.30% |
| 4Thought Financial Group Inc. | 132,108 | $2,929,000 | 2.64% |
| Signature Wealth Management Group | 184,472 | $4,089,737 | 2.00% |
| Klingman & Associates, LLC | 1,021,610 | $22,649,102 | 1.99% |
| Seneca House Advisors | 146,538 | $3,248,748 | 1.80% |
| Aptus Capital Advisors, LLC | 2,464,372 | $54,635,127 | 1.68% |
| Guidance Point Advisors, LLC | 155,452 | $3,446,363 | 1.46% |
| Peloton Wealth Strategists | 124,700 | $2,765 | 1.33% |
| SIGMA INVESTMENT COUNSELORS INC | 660,351 | $14,639,972 | 1.20% |
| Matthew Goff Investment Advisor, LLC | 206,849 | $4,585,839 | 1.20% |