ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 55 filers reported holding ISHARES TR in Q4 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 ↓ |
|---|---|---|---|
| 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% |