ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 175 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $586,446 | -12.9% | 24,405 | -11.2% | 0.00% | 0.0% |
| Q2 2023 | $673,371 | +34.6% | 27,484 | +37.1% | 0.00% | 0.0% |
| Q1 2023 | $500,118 | +13.9% | 20,053 | +10.7% | 0.00% | 0.0% |
| Q4 2022 | $439,042 | +204.9% | 18,113 | +199.1% | 0.00% | – |
| Q3 2022 | $144,000 | -7.7% | 6,055 | -3.6% | 0.00% | – |
| Q2 2022 | $156,000 | -21.6% | 6,280 | -16.8% | 0.00% | – |
| Q1 2022 | $199,000 | -5.7% | 7,547 | +0.6% | 0.00% | – |
| Q4 2021 | $211,000 | -1.4% | 7,501 | +0.1% | 0.00% | – |
| Q3 2021 | $214,000 | -24.9% | 7,491 | -24.3% | 0.00% | -100.0% |
| Q2 2021 | $285,000 | -3.4% | 9,890 | -4.9% | 0.00% | 0.0% |
| Q1 2021 | $295,000 | -29.6% | 10,405 | -26.7% | 0.00% | 0.0% |
| Q4 2020 | $419,000 | -18.5% | 14,190 | -19.7% | 0.00% | -50.0% |
| Q3 2020 | $514,000 | +32.1% | 17,674 | +31.2% | 0.00% | +100.0% |
| Q2 2020 | $389,000 | +64.1% | 13,471 | +49.2% | 0.00% | 0.0% |
| Q1 2020 | $237,000 | – | 9,027 | – | 0.00% | – |
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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% |