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 | 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% |