ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 68 filers reported holding ISHARES TR in Q4 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 ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 125,857 | $3,313,000 | 2.68% |
| PFG Private Wealth Management, LLC | 179,225 | $4,718,000 | 2.44% |
| Legacy CG, LLC | 136,648 | $3,597,000 | 2.16% |
| Matthew Goff Investment Advisor, LLC | 268,222 | $7,061,000 | 1.62% |
| Signature Wealth Management Group | 98,281 | $2,587,000 | 1.30% |
| Bradley & Co. Private Wealth Management, LLC | 41,355 | $1,088,000 | 0.87% |
| WRAPMANAGER INC | 75,096 | $1,977,000 | 0.49% |
| Peloton Wealth Strategists | 44,500 | $1,171,000 | 0.47% |
| Kesler, Norman & Wride, LLC | 78,919 | $2,078,000 | 0.44% |
| Capital Investment Advisors, LLC | 505,178 | $13,299,000 | 0.41% |