ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 118 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,174,630 | +8.5% | 53,636 | +11.2% | 0.48% | +4.8% |
| Q2 2023 | $1,082,800 | +2.6% | 48,232 | +4.6% | 0.46% | -7.4% |
| Q1 2023 | $1,055,016 | +7.3% | 46,111 | +4.0% | 0.50% | +2.1% |
| Q4 2022 | $983,361 | +12.9% | 44,355 | +11.0% | 0.49% | +5.0% |
| Q3 2022 | $871,000 | +3.2% | 39,957 | +8.2% | 0.46% | +2.2% |
| Q2 2022 | $844,000 | +42.6% | 36,944 | +53.0% | 0.45% | +49.8% |
| Q1 2022 | $592,000 | -20.1% | 24,145 | -14.2% | 0.30% | -22.7% |
| Q4 2021 | $741,000 | -2.8% | 28,157 | -1.7% | 0.39% | -12.3% |
| Q3 2021 | $762,000 | -2.8% | 28,635 | -2.0% | 0.45% | +5.4% |
| Q2 2021 | $784,000 | – | 29,220 | – | 0.42% | – |
Download | ||||||
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% |