ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 139 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $60,952,552 | -31.7% | 2,536,519 | -30.4% | 1.66% | -22.5% |
| Q2 2023 | $89,292,504 | -13.2% | 3,644,592 | -11.6% | 2.14% | -22.5% |
| Q1 2023 | $102,870,592 | +0.0% | 4,124,723 | -2.6% | 2.76% | -12.4% |
| Q4 2022 | $102,840,945 | -14.4% | 4,233,880 | -16.2% | 3.16% | +9.2% |
| Q3 2022 | $120,144,000 | +25.9% | 5,050,186 | +32.1% | 2.89% | +16.4% |
| Q2 2022 | $95,446,000 | – | 3,823,959 | – | 2.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 377,377 | $9,068,370 | 5.78% |
| PFG Private Wealth Management, LLC | 265,391 | $6,377,352 | 4.74% |
| Gateway Advisory, LLC | 708,259 | $17,019,461 | 3.47% |
| Peloton Wealth Strategists | 226,425 | $5,441 | 2.51% |
| Keeler Thomas Management LLC | 252,991 | $6,219,921 | 2.30% |
| 4Thought Financial Group Inc. | 117,740 | $2,829,287 | 2.28% |
| Platte River Wealth Advisors, LLC | 242,650 | $5,830,880 | 2.13% |
| Klingman & Associates, LLC | 1,037,442 | $24,929,742 | 2.02% |
| Sound View Wealth Advisors Group, LLC | 614,233 | $14,760,021 | 1.84% |
| Aptus Capital Advisors, LLC | 2,536,519 | $60,952,552 | 1.66% |