ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 43 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $35,000 | -5.4% | 1,639 | +0.3% | 0.01% | 0.0% |
| Q2 2022 | $37,000 | -5.1% | 1,634 | +0.2% | 0.01% | +11.1% |
| Q1 2022 | $39,000 | -7.1% | 1,630 | +0.2% | 0.01% | -10.0% |
| Q4 2021 | $42,000 | -2.3% | 1,627 | +0.2% | 0.01% | -9.1% |
| Q3 2021 | $43,000 | 0.0% | 1,623 | +0.2% | 0.01% | 0.0% |
| Q2 2021 | $43,000 | +2.4% | 1,619 | +0.2% | 0.01% | -8.3% |
| Q1 2021 | $42,000 | -4.5% | 1,616 | +0.1% | 0.01% | -7.7% |
| Q4 2020 | $44,000 | +2.3% | 1,614 | +0.3% | 0.01% | -13.3% |
| Q3 2020 | $43,000 | +2.4% | 1,609 | +0.2% | 0.02% | -6.2% |
| Q2 2020 | $42,000 | +10.5% | 1,605 | +0.2% | 0.02% | -11.1% |
| Q1 2020 | $38,000 | – | 1,601 | – | 0.02% | – |
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% |