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 | $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 ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 119,678 | $3,386,000 | 2.74% |
| PFG Private Wealth Management, LLC | 171,370 | $4,849,000 | 2.50% |
| Legacy CG, LLC | 125,274 | $3,545,000 | 2.13% |
| Peloton Wealth Strategists | 154,500 | $4,372,000 | 1.75% |
| Matthew Goff Investment Advisor, LLC | 258,267 | $7,308,000 | 1.67% |
| SIGMA INVESTMENT COUNSELORS INC | 697,104 | $19,724,000 | 1.38% |
| Signature Wealth Management Group | 92,423 | $2,615,000 | 1.32% |
| Bradley & Co. Private Wealth Management, LLC | 57,619 | $1,630,000 | 1.31% |
| Praetorian Wealth Management, Inc. | 74,096 | $2,096,000 | 0.68% |
| Capital Investment Advisors, LLC | 694,706 | $19,657,000 | 0.60% |