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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,643,787 | +0.4% | 206,850 | +2.4% | 2.16% | -1.4% |
| Q1 2023 | $4,623,782 | +13.1% | 202,088 | +9.5% | 2.19% | +9.6% |
| Q4 2022 | $4,089,737 | +8.1% | 184,472 | +6.2% | 2.00% | +4.0% |
| Q3 2022 | $3,784,000 | -0.6% | 173,642 | +4.2% | 1.92% | +3.9% |
| Q2 2022 | $3,806,000 | +31.6% | 166,586 | +41.2% | 1.85% | +42.2% |
| Q1 2022 | $2,891,000 | +11.8% | 117,971 | +20.0% | 1.30% | -0.3% |
| Q4 2021 | $2,587,000 | +1.9% | 98,281 | +3.1% | 1.30% | -7.4% |
| Q3 2021 | $2,538,000 | -0.2% | 95,347 | +0.5% | 1.41% | -0.4% |
| Q2 2021 | $2,544,000 | +12.3% | 94,839 | +9.4% | 1.42% | +6.2% |
| Q1 2021 | $2,266,000 | +64.2% | 86,719 | +72.7% | 1.33% | +53.2% |
| Q4 2020 | $1,380,000 | +0.7% | 50,207 | -0.9% | 0.87% | -11.8% |
| Q3 2020 | $1,370,000 | +0.7% | 50,642 | -0.4% | 0.99% | -5.2% |
| Q2 2020 | $1,360,000 | +4.5% | 50,863 | -0.3% | 1.04% | +26.5% |
| Q4 2019 | $1,302,000 | – | 50,991 | – | 0.82% | – |
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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% |