ISHARES TR's ticker is IBDD and the CUSIP is 46432FAZ0. A total of 6 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $216,890 | +0.4% | 8,183 | 0.0% | 0.02% | -11.1% |
| Q3 2022 | $216,000 | -4.0% | 8,183 | -3.8% | 0.02% | 0.0% |
| Q2 2022 | $225,000 | -0.4% | 8,503 | +0.0% | 0.02% | +20.0% |
| Q1 2022 | $226,000 | -0.9% | 8,502 | 0.0% | 0.02% | +7.1% |
| Q4 2021 | $228,000 | -0.4% | 8,502 | +0.0% | 0.01% | -6.7% |
| Q3 2021 | $229,000 | -3.0% | 8,501 | -2.4% | 0.02% | -6.2% |
| Q2 2021 | $236,000 | -0.4% | 8,714 | +0.0% | 0.02% | -5.9% |
| Q1 2021 | $237,000 | -0.4% | 8,713 | +0.0% | 0.02% | +6.2% |
| Q4 2020 | $238,000 | -6.7% | 8,712 | -6.4% | 0.02% | -27.3% |
| Q3 2020 | $255,000 | 0.0% | 9,311 | +0.0% | 0.02% | -8.3% |
| Q2 2020 | $255,000 | – | 9,309 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KHP Capital, LLC | 39,566 | $1,047,000,000 | 0.76% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 510,118 | $13,495,000 | 0.25% |
| IHT Wealth Management, LLC | 6,572 | $173,000 | 0.05% |
| Mariner, LLC | 33,019 | $874,000 | 0.03% |
| Anchor Investment Management, LLC | 4,050 | $107,143 | 0.03% |
| First Allied Advisory Services, Inc. | 20,213 | $533,000 | 0.02% |
| D.A. DAVIDSON & CO. | 36,058 | $954,000 | 0.02% |
| Baird Financial Group, Inc. | 54,879 | $1,452,000 | 0.01% |
| HighTower Advisors, LLC | 32,503 | $860,000 | 0.01% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 7,648 | $205,000 | 0.01% |