ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 69 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 296,600 | $6,463,000 | 4.24% |
| 4Thought Financial Group Inc. | 129,881 | $2,830,000 | 2.78% |
| Signature Wealth Management Group | 173,642 | $3,784,000 | 1.92% |
| Matthew Goff Investment Advisor, LLC | 265,960 | $5,795,000 | 1.66% |
| Aptus Capital Advisors, LLC | 2,939,488 | $64,051,000 | 1.54% |
| Klingman & Associates, LLC | 688,658 | $15,006,000 | 1.47% |
| Guidance Point Advisors, LLC | 135,124 | $2,957,000 | 1.35% |
| Seneca House Advisors | 77,298 | $1,684,000 | 1.25% |
| SIGMA INVESTMENT COUNSELORS INC | 640,531 | $13,957,000 | 1.19% |
| H. L. Ormond & Company, LLC | 32,432 | $707,000 | 1.13% |