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 | $2,798,920 | -1.3% | 127,805 | +1.2% | 2.25% | -0.5% |
| Q2 2023 | $2,834,951 | -4.7% | 126,278 | -2.9% | 2.26% | -8.1% |
| Q1 2023 | $2,974,487 | +1.6% | 130,004 | -1.6% | 2.46% | -6.7% |
| Q4 2022 | $2,929,000 | +3.5% | 132,108 | +1.7% | 2.64% | -5.2% |
| Q3 2022 | $2,830,000 | -4.4% | 129,881 | +0.3% | 2.78% | +0.2% |
| Q2 2022 | $2,959,000 | -5.4% | 129,515 | +1.5% | 2.78% | +0.1% |
| Q1 2022 | $3,127,000 | -5.6% | 127,579 | +1.4% | 2.77% | +3.7% |
| Q4 2021 | $3,313,000 | +3.9% | 125,857 | +5.0% | 2.68% | -3.4% |
| Q3 2021 | $3,190,000 | +6.1% | 119,839 | +6.9% | 2.77% | +2.1% |
| Q2 2021 | $3,007,000 | +7.2% | 112,110 | +4.4% | 2.71% | +0.3% |
| Q1 2021 | $2,805,000 | – | 107,363 | – | 2.70% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 296,600 | $6,463,000 | 4.24% |
| 4Thought Financial Group Inc. | 129,881 | $2,830,000 | 2.78% |
| Signature Wealth Management Group | 173,642 | $3,784,000 | 1.92% |
| Matthew Goff Investment Advisor, LLC | 265,960 | $5,795,000 | 1.66% |
| Aptus Capital Advisors, LLC | 2,939,488 | $64,051,000 | 1.54% |
| Klingman & Associates, LLC | 688,658 | $15,006,000 | 1.47% |
| Guidance Point Advisors, LLC | 135,124 | $2,957,000 | 1.35% |
| Seneca House Advisors | 77,298 | $1,684,000 | 1.25% |
| SIGMA INVESTMENT COUNSELORS INC | 640,531 | $13,957,000 | 1.19% |
| H. L. Ormond & Company, LLC | 32,432 | $707,000 | 1.13% |