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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |