ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 196 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $350,728 | -10.5% | 15,471 | -9.9% | 0.04% | -12.5% |
Q1 2024 | $391,934 | -0.7% | 17,175 | +0.4% | 0.04% | -7.0% |
Q4 2023 | $394,728 | +14.2% | 17,110 | +8.4% | 0.04% | +2.4% |
Q3 2023 | $345,516 | +4.0% | 15,777 | +6.6% | 0.04% | +7.7% |
Q2 2023 | $332,282 | +48.9% | 14,801 | +51.7% | 0.04% | +39.3% |
Q1 2023 | $223,217 | +3.2% | 9,756 | 0.0% | 0.03% | 0.0% |
Q4 2022 | $216,291 | – | 9,756 | – | 0.03% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
PFG Private Wealth Management, LLC | 312,271 | $6,923 | 4.30% |
4Thought Financial Group Inc. | 132,108 | $2,929,000 | 2.64% |
Signature Wealth Management Group | 184,472 | $4,089,737 | 2.00% |
Klingman & Associates, LLC | 1,021,610 | $22,649,102 | 1.99% |
Seneca House Advisors | 146,538 | $3,248,748 | 1.80% |
Aptus Capital Advisors, LLC | 2,464,372 | $54,635,127 | 1.68% |
Guidance Point Advisors, LLC | 155,452 | $3,446,363 | 1.46% |
Peloton Wealth Strategists | 124,700 | $2,765 | 1.33% |
SIGMA INVESTMENT COUNSELORS INC | 660,351 | $14,639,972 | 1.20% |
Matthew Goff Investment Advisor, LLC | 206,849 | $4,585,839 | 1.20% |