ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 55 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $337,878 | -29.0% | 15,428 | -27.3% | 0.00% | -100.0% |
| Q2 2023 | $476,204 | +46.8% | 21,212 | +49.6% | 0.00% | 0.0% |
| Q1 2023 | $324,318 | +23.3% | 14,175 | +19.1% | 0.00% | 0.0% |
| Q4 2022 | $263,000 | +220.7% | 11,902 | +216.6% | 0.00% | – |
| Q3 2022 | $82,000 | -4.7% | 3,759 | 0.0% | 0.00% | – |
| Q2 2022 | $86,000 | -35.8% | 3,759 | -31.4% | 0.00% | – |
| Q1 2022 | $134,000 | -4.3% | 5,479 | +2.3% | 0.00% | – |
| Q4 2021 | $140,000 | -1.4% | 5,357 | +0.5% | 0.00% | – |
| Q3 2021 | $142,000 | +2.9% | 5,332 | +3.6% | 0.00% | – |
| Q2 2021 | $138,000 | +51.6% | 5,147 | +47.2% | 0.00% | – |
| Q1 2021 | $91,000 | -5.2% | 3,497 | +0.7% | 0.00% | – |
| Q4 2020 | $96,000 | +9.1% | 3,474 | +6.8% | 0.00% | – |
| Q3 2020 | $88,000 | +14.3% | 3,254 | +12.6% | 0.00% | – |
| Q2 2020 | $77,000 | +10.0% | 2,889 | 0.0% | 0.00% | – |
| Q1 2020 | $70,000 | – | 2,889 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Envision Financial Planning, LLC | 397,055 | $8,695,504 | 8.61% |
| PFG Private Wealth Management, LLC | 249,055 | $5,454,309 | 4.06% |
| Gateway Advisory, LLC | 773,587 | $16,941,556 | 3.46% |
| 4Thought Financial Group Inc. | 127,805 | $2,798,920 | 2.25% |
| Keeler Thomas Management LLC | 264,463 | $5,929,435 | 2.19% |
| Peloton Wealth Strategists | 212,400 | $4,652 | 2.14% |
| Platte River Wealth Advisors, LLC | 261,117 | $5,718,462 | 2.09% |
| Klingman & Associates, LLC | 1,128,664 | $24,717,736 | 2.00% |
| SUMMITRY LLC | 1,374,434 | $30,100,103 | 1.98% |
| Seneca House Advisors | 166,385 | $3,637,176 | 1.89% |