ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 118 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 | $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 ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 312,271 | $6,923 | 4.30% |
| 4Thought Financial Group Inc. | 132,108 | $2,929,000 | 2.64% |
| Signature Wealth Management Group | 184,472 | $4,089,737 | 2.00% |
| Klingman & Associates, LLC | 1,021,610 | $22,649,102 | 1.99% |
| Seneca House Advisors | 146,538 | $3,248,748 | 1.80% |
| Aptus Capital Advisors, LLC | 2,464,372 | $54,635,127 | 1.68% |
| Guidance Point Advisors, LLC | 155,452 | $3,446,363 | 1.46% |
| Peloton Wealth Strategists | 124,700 | $2,765 | 1.33% |
| SIGMA INVESTMENT COUNSELORS INC | 660,351 | $14,639,972 | 1.20% |
| Matthew Goff Investment Advisor, LLC | 206,849 | $4,585,839 | 1.20% |