ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 81 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 | $34,564,595 | -28.6% | 1,578,292 | -26.8% | 0.94% | -18.9% |
| Q2 2023 | $48,423,393 | -13.3% | 2,156,944 | -11.6% | 1.16% | -22.6% |
| Q1 2023 | $55,851,956 | +2.2% | 2,441,082 | -0.9% | 1.50% | -10.6% |
| Q4 2022 | $54,635,127 | -14.7% | 2,464,372 | -16.2% | 1.68% | +8.8% |
| Q3 2022 | $64,051,000 | +18.4% | 2,939,488 | +24.2% | 1.54% | +9.6% |
| Q2 2022 | $54,080,000 | – | 2,366,737 | – | 1.41% | – |
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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% |