ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 119 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,742,203 | +0.3% | 193,559 | +2.1% | 2.21% | -1.6% |
| Q1 2023 | $4,728,064 | +8.4% | 189,578 | +5.6% | 2.24% | +5.2% |
| Q4 2022 | $4,360,802 | +11.5% | 179,531 | +9.2% | 2.13% | +7.3% |
| Q3 2022 | $3,910,000 | +6.7% | 164,359 | +12.0% | 1.99% | +11.6% |
| Q2 2022 | $3,663,000 | +28.2% | 146,735 | +35.3% | 1.78% | +38.4% |
| Q1 2022 | $2,858,000 | +9.3% | 108,488 | +17.4% | 1.29% | -2.4% |
| Q4 2021 | $2,615,000 | +4.0% | 92,423 | +5.3% | 1.32% | -5.6% |
| Q3 2021 | $2,515,000 | -0.5% | 87,800 | +0.4% | 1.40% | -0.7% |
| Q2 2021 | $2,527,000 | +4.5% | 87,432 | +2.3% | 1.41% | -1.1% |
| Q1 2021 | $2,419,000 | +5.2% | 85,432 | +9.8% | 1.42% | -1.8% |
| Q4 2020 | $2,299,000 | +2.7% | 77,803 | +1.1% | 1.45% | -10.0% |
| Q3 2020 | $2,238,000 | +0.9% | 76,946 | +0.0% | 1.61% | -5.1% |
| Q2 2020 | $2,218,000 | +9.9% | 76,916 | +0.0% | 1.70% | -4.4% |
| Q1 2020 | $2,018,000 | -1.1% | 76,901 | +4.6% | 1.77% | +37.6% |
| Q4 2019 | $2,041,000 | +3.1% | 73,532 | +3.1% | 1.29% | -1.7% |
| Q3 2019 | $1,980,000 | +5.4% | 71,334 | +2.9% | 1.31% | +4.5% |
| Q2 2019 | $1,878,000 | – | 69,349 | – | 1.25% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 120,844 | $3,183,000 | 2.82% |
| PFG Private Wealth Management, LLC | 182,410 | $4,805,000 | 2.47% |
| Legacy CG, LLC | 120,746 | $3,180,000 | 2.07% |
| Peloton Wealth Strategists | 163,000 | $4,293,000 | 1.79% |
| Matthew Goff Investment Advisor, LLC | 265,620 | $6,996,000 | 1.64% |
| SIGMA INVESTMENT COUNSELORS INC | 784,781 | $20,671,000 | 1.48% |
| Signature Wealth Management Group | 108,488 | $2,858,000 | 1.29% |
| Bradley & Co. Private Wealth Management, LLC | 39,888 | $1,051,000 | 0.90% |
| Praetorian Wealth Management, Inc. | 85,563 | $2,253,000 | 0.77% |
| Guidance Point Advisors, LLC | 48,387 | $1,872,000 | 0.71% |