ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 69 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
Download | ||||||
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% |