ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 279 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,483,572 | +11.6% | 261,751 | +12.2% | 0.62% | +4.7% |
| Q1 2024 | $5,810,362 | +45.5% | 233,301 | +46.6% | 0.59% | +30.2% |
| Q4 2023 | $3,993,475 | +29.6% | 159,166 | +24.1% | 0.45% | +9.4% |
| Q3 2023 | $3,082,568 | +6.2% | 128,280 | +8.3% | 0.42% | +11.9% |
| Q2 2023 | $2,902,148 | +14.4% | 118,455 | +16.5% | 0.37% | +4.5% |
| Q1 2023 | $2,535,899 | +34.7% | 101,680 | +31.2% | 0.36% | +19.5% |
| Q4 2022 | $1,882,718 | – | 77,510 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 121,708 | $3,038,000 | 2.85% |
| PFG Private Wealth Management, LLC | 196,142 | $4,896,000 | 2.75% |
| Aptus Capital Advisors, LLC | 3,823,959 | $95,446,000 | 2.48% |
| Legacy CG, LLC | 123,491 | $3,082,000 | 2.12% |
| Peloton Wealth Strategists | 161,000 | $4,019,000 | 1.96% |
| Signature Wealth Management Group | 146,735 | $3,663,000 | 1.78% |
| Matthew Goff Investment Advisor, LLC | 263,456 | $6,576,000 | 1.77% |
| SIGMA INVESTMENT COUNSELORS INC | 807,617 | $20,158,000 | 1.64% |
| CAPITAL ADVISORS INC/OK | 1,664,198 | $41,538,000 | 1.25% |
| Bradley & Co. Private Wealth Management, LLC | 44,247 | $1,105,000 | 1.22% |