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 | 167,905 | $4,491,000 | 4.23% |
| Signature Wealth Management Group | 50,863 | $1,360,000 | 1.04% |
| Andesa Financial Management Inc. | 16,205 | $432,000 | 0.38% |
| NAVELLIER & ASSOCIATES INC | 24,300 | $650,000 | 0.15% |
| BENJAMIN EDWARDS INC | 4,258 | $114,000 | 0.10% |
| ARROW FINANCIAL CORP | 15,219 | $407,000 | 0.09% |
| Sandy Spring Bank | 39,520 | $1,057,000 | 0.08% |
| Northwest Bancshares, Inc. | 8,756 | $234,000 | 0.06% |
| First National Bank of South Miami | 2,024 | $54,000 | 0.06% |
| Retirement Group, LLC | 3,201 | $86,000 | 0.05% |