ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 69 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,182,968 | +6.8% | 191,003 | +9.5% | 1.70% | +13.2% |
| Q2 2023 | $3,917,263 | +0.2% | 174,488 | +2.1% | 1.50% | -4.6% |
| Q1 2023 | $3,908,449 | +13.4% | 170,824 | +9.9% | 1.58% | +8.0% |
| Q4 2022 | $3,446,363 | +16.5% | 155,452 | +15.0% | 1.46% | +8.1% |
| Q3 2022 | $2,957,000 | +11.4% | 135,124 | +16.3% | 1.35% | +17.9% |
| Q2 2022 | $2,654,000 | +43.9% | 116,159 | +128.5% | 1.14% | +64.0% |
| Q1 2022 | $1,844,000 | – | 50,844 | – | 0.70% | – |
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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% |