ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 152 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $57,167 | -26.6% | 2,379 | -25.2% | 0.00% | 0.0% |
| Q2 2023 | $77,886 | -44.0% | 3,179 | -43.0% | 0.00% | -50.0% |
| Q1 2023 | $139,065 | -17.7% | 5,576 | -19.8% | 0.00% | -33.3% |
| Q4 2022 | $168,961 | +2.4% | 6,956 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $165,000 | -5.2% | 6,956 | -0.3% | 0.00% | 0.0% |
| Q2 2022 | $174,000 | -14.7% | 6,976 | -10.1% | 0.00% | 0.0% |
| Q1 2022 | $204,000 | -7.3% | 7,760 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $220,000 | -0.9% | 7,760 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $222,000 | +37.0% | 7,760 | +38.6% | 0.00% | +33.3% |
| Q2 2021 | $162,000 | -99.9% | 5,600 | +35.4% | 0.00% | +200.0% |
| Q1 2021 | $117,132,000 | +191919.7% | 4,136 | +100.0% | 0.00% | 0.0% |
| Q4 2020 | $61,000 | +1.7% | 2,068 | 0.0% | 0.00% | -50.0% |
| Q3 2020 | $60,000 | – | 2,068 | – | 0.00% | – |
Download | ||||||
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% |