ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 94 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 338,563 | $8,294,798 | 5.61% |
| PFG Private Wealth Management, LLC | 317,810 | $7,786,334 | 4.60% |
| Gateway Advisory, LLC | 699,504 | $17,137,851 | 3.63% |
| Keeler Thomas Management LLC | 236,682 | $5,804,073 | 2.34% |
| 4Thought Financial Group Inc. | 116,867 | $2,863,250 | 2.28% |
| Peloton Wealth Strategists | 204,925 | $5,021 | 2.22% |
| Signature Wealth Management Group | 193,559 | $4,742,203 | 2.21% |
| Aptus Capital Advisors, LLC | 3,644,592 | $89,292,504 | 2.14% |
| Platte River Wealth Advisors, LLC | 241,985 | $5,928,633 | 2.08% |
| Klingman & Associates, LLC | 1,013,122 | $24,821,495 | 2.00% |