ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 139 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $4,488,373 | +16.6% | 181,201 | +17.2% | 1.40% | +11.5% |
Q1 2024 | $3,849,183 | +4.1% | 154,550 | +4.9% | 1.26% | -8.1% |
Q4 2023 | $3,696,237 | +28.1% | 147,313 | +22.7% | 1.37% | +16.3% |
Q3 2023 | $2,885,349 | +7.2% | 120,074 | +9.3% | 1.18% | +13.6% |
Q2 2023 | $2,692,120 | -31.7% | 109,879 | -30.5% | 1.03% | -34.9% |
Q1 2023 | $3,940,580 | +12.5% | 158,002 | +9.6% | 1.59% | +7.1% |
Q4 2022 | $3,502,250 | +16.1% | 144,185 | +14.2% | 1.48% | +7.7% |
Q3 2022 | $3,017,000 | +10.7% | 126,294 | +15.7% | 1.38% | +17.1% |
Q2 2022 | $2,725,000 | +45.6% | 109,178 | +125.6% | 1.18% | +65.9% |
Q1 2022 | $1,872,000 | – | 48,387 | – | 0.71% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
4Thought Financial Group Inc. | 121,708 | $3,038,000 | 2.85% |
PFG Private Wealth Management, LLC | 196,142 | $4,896,000 | 2.75% |
Aptus Capital Advisors, LLC | 3,823,959 | $95,446,000 | 2.48% |
Legacy CG, LLC | 123,491 | $3,082,000 | 2.12% |
Peloton Wealth Strategists | 161,000 | $4,019,000 | 1.96% |
Signature Wealth Management Group | 146,735 | $3,663,000 | 1.78% |
Matthew Goff Investment Advisor, LLC | 263,456 | $6,576,000 | 1.77% |
SIGMA INVESTMENT COUNSELORS INC | 807,617 | $20,158,000 | 1.64% |
CAPITAL ADVISORS INC/OK | 1,664,198 | $41,538,000 | 1.25% |
Bradley & Co. Private Wealth Management, LLC | 44,247 | $1,105,000 | 1.22% |