ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 175 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 | $2,829,287 | -1.2% | 117,740 | +0.7% | 2.28% | -0.4% |
| Q2 2023 | $2,863,250 | -5.9% | 116,867 | -4.2% | 2.28% | -9.3% |
| Q1 2023 | $3,043,661 | +1.7% | 122,039 | -0.9% | 2.52% | -6.6% |
| Q4 2022 | $2,993,000 | +3.3% | 123,204 | +1.2% | 2.70% | -5.3% |
| Q3 2022 | $2,897,000 | -4.6% | 121,764 | +0.0% | 2.85% | -0.1% |
| Q2 2022 | $3,038,000 | -4.6% | 121,708 | +0.7% | 2.85% | +1.0% |
| Q1 2022 | $3,183,000 | -6.0% | 120,844 | +1.0% | 2.82% | +3.3% |
| Q4 2021 | $3,386,000 | +3.6% | 119,678 | +4.9% | 2.74% | -3.6% |
| Q3 2021 | $3,267,000 | +6.7% | 114,043 | +7.6% | 2.84% | +2.7% |
| Q2 2021 | $3,063,000 | +6.7% | 105,998 | +4.6% | 2.76% | -0.2% |
| Q1 2021 | $2,870,000 | – | 101,347 | – | 2.77% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 159,786 | $4,608,000 | 4.34% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 429,242 | $12,384,000 | 2.20% |
| Signature Wealth Management Group | 76,916 | $2,218,000 | 1.70% |
| Timber Creek Capital Management LLC | 48,060 | $1,386,000 | 0.87% |
| Motley Fool Wealth Management, LLC | 502,929 | $14,504,000 | 0.82% |
| Andesa Financial Management Inc. | 24,070 | $696,000 | 0.62% |
| Wealth Advisory Solutions, LLC | 64,615 | $1,864,000 | 0.52% |
| Avestar Capital, LLC | 37,953 | $1,095,000 | 0.48% |
| Peloton Wealth Strategists | 26,000 | $750,000 | 0.47% |
| Capital Investment Advisors, LLC | 240,136 | $6,926,000 | 0.36% |