ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 81 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,141,041 | +12.0% | 172,328 | +14.2% | 1.32% | +15.1% |
| Q2 2023 | $3,697,932 | +1.9% | 150,936 | +3.7% | 1.14% | -3.1% |
| Q1 2023 | $3,630,416 | +17.1% | 145,566 | +14.1% | 1.18% | +5.6% |
| Q4 2022 | $3,100,011 | +27.8% | 127,625 | +25.2% | 1.12% | +22.9% |
| Q3 2022 | $2,425,000 | +1.3% | 101,937 | +6.3% | 0.91% | +3.4% |
| Q2 2022 | $2,393,000 | +6.2% | 95,901 | +12.1% | 0.88% | +14.6% |
| Q1 2022 | $2,253,000 | +7.5% | 85,563 | +15.5% | 0.77% | +12.6% |
| Q4 2021 | $2,096,000 | +8.6% | 74,096 | +10.0% | 0.68% | +4.1% |
| Q3 2021 | $1,930,000 | +10.5% | 67,359 | +11.4% | 0.65% | +12.0% |
| Q2 2021 | $1,747,000 | +24.2% | 60,473 | +21.7% | 0.58% | +17.7% |
| Q1 2021 | $1,407,000 | +41.0% | 49,694 | +47.0% | 0.50% | +30.2% |
| Q4 2020 | $998,000 | – | 33,796 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 120,844 | $3,183,000 | 2.82% |
| PFG Private Wealth Management, LLC | 182,410 | $4,805,000 | 2.47% |
| Legacy CG, LLC | 120,746 | $3,180,000 | 2.07% |
| Peloton Wealth Strategists | 163,000 | $4,293,000 | 1.79% |
| Matthew Goff Investment Advisor, LLC | 265,620 | $6,996,000 | 1.64% |
| SIGMA INVESTMENT COUNSELORS INC | 784,781 | $20,671,000 | 1.48% |
| Signature Wealth Management Group | 108,488 | $2,858,000 | 1.29% |
| Bradley & Co. Private Wealth Management, LLC | 39,888 | $1,051,000 | 0.90% |
| Praetorian Wealth Management, Inc. | 85,563 | $2,253,000 | 0.77% |
| Guidance Point Advisors, LLC | 48,387 | $1,872,000 | 0.71% |