ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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% | – |
Download |
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% |