ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 83 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $962,527 | -33.4% | 40,055 | -32.1% | 0.24% | -30.9% |
| Q2 2023 | $1,445,344 | -5.2% | 58,994 | -3.5% | 0.35% | -8.9% |
| Q1 2023 | $1,524,486 | +1.0% | 61,126 | -1.6% | 0.38% | -1.3% |
| Q4 2022 | $1,509,263 | -5.8% | 62,135 | -7.7% | 0.39% | -13.0% |
| Q3 2022 | $1,602,000 | -11.1% | 67,345 | -6.8% | 0.45% | -10.6% |
| Q2 2022 | $1,803,000 | -4.7% | 72,240 | +0.6% | 0.50% | +18.8% |
| Q1 2022 | $1,892,000 | -6.5% | 71,835 | +0.5% | 0.42% | -1.6% |
| Q4 2021 | $2,023,000 | +0.3% | 71,482 | +1.6% | 0.43% | -9.9% |
| Q3 2021 | $2,016,000 | +3.5% | 70,359 | +5.3% | 0.48% | +6.0% |
| Q2 2021 | $1,948,000 | +9.1% | 66,813 | +6.0% | 0.45% | +1.1% |
| Q1 2021 | $1,785,000 | +4.9% | 63,024 | +9.5% | 0.44% | -6.5% |
| Q4 2020 | $1,701,000 | – | 57,571 | – | 0.47% | – |
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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% |