ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 67 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,637,176 | +14.4% | 166,385 | +17.5% | 1.89% | +19.4% |
| Q2 2023 | $3,179,369 | -2.7% | 141,620 | -0.9% | 1.58% | -6.6% |
| Q1 2023 | $3,268,202 | +0.6% | 142,841 | -2.5% | 1.70% | -5.5% |
| Q4 2022 | $3,248,748 | +92.9% | 146,538 | +89.6% | 1.80% | +43.8% |
| Q3 2022 | $1,684,000 | +3.1% | 77,298 | +8.1% | 1.25% | +17.0% |
| Q2 2022 | $1,634,000 | – | 71,522 | – | 1.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Envision Financial Planning, LLC | 397,055 | $8,695,504 | 8.61% |
| PFG Private Wealth Management, LLC | 249,055 | $5,454,309 | 4.06% |
| Gateway Advisory, LLC | 773,587 | $16,941,556 | 3.46% |
| 4Thought Financial Group Inc. | 127,805 | $2,798,920 | 2.25% |
| Keeler Thomas Management LLC | 264,463 | $5,929,435 | 2.19% |
| Peloton Wealth Strategists | 212,400 | $4,652 | 2.14% |
| Platte River Wealth Advisors, LLC | 261,117 | $5,718,462 | 2.09% |
| Klingman & Associates, LLC | 1,128,664 | $24,717,736 | 2.00% |
| SUMMITRY LLC | 1,374,434 | $30,100,103 | 1.98% |
| Seneca House Advisors | 166,385 | $3,637,176 | 1.89% |