ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 118 filers reported holding ISHARES TR in Q3 2023. 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 ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 125,857 | $3,313,000 | 2.68% |
| PFG Private Wealth Management, LLC | 179,225 | $4,718,000 | 2.44% |
| Legacy CG, LLC | 136,648 | $3,597,000 | 2.16% |
| Matthew Goff Investment Advisor, LLC | 268,222 | $7,061,000 | 1.62% |
| Signature Wealth Management Group | 98,281 | $2,587,000 | 1.30% |
| Bradley & Co. Private Wealth Management, LLC | 41,355 | $1,088,000 | 0.87% |
| WRAPMANAGER INC | 75,096 | $1,977,000 | 0.49% |
| Peloton Wealth Strategists | 44,500 | $1,171,000 | 0.47% |
| Kesler, Norman & Wride, LLC | 78,919 | $2,078,000 | 0.44% |
| Capital Investment Advisors, LLC | 505,178 | $13,299,000 | 0.41% |