ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 44 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,097,951 | -12.0% | 134,285 | -16.4% | 0.43% | -9.5% |
| Q3 2023 | $3,518,780 | +1.8% | 160,675 | +4.4% | 0.47% | -4.4% |
| Q2 2023 | $3,456,059 | +7.8% | 153,945 | +9.8% | 0.50% | -1.8% |
| Q1 2023 | $3,207,094 | +6.3% | 140,170 | +3.0% | 0.50% | -4.9% |
| Q4 2022 | $3,017,334 | +54.7% | 136,100 | +52.1% | 0.53% | +8.6% |
| Q3 2022 | $1,950,000 | +79.2% | 89,485 | +88.0% | 0.49% | +59.3% |
| Q2 2022 | $1,088,000 | +10.6% | 47,607 | +18.6% | 0.31% | +25.3% |
| Q1 2022 | $984,000 | -8.8% | 40,139 | -2.1% | 0.24% | -12.8% |
| Q4 2021 | $1,079,000 | +19.8% | 40,987 | +21.1% | 0.28% | -4.4% |
| Q3 2021 | $901,000 | +4.6% | 33,835 | +5.4% | 0.29% | +8.1% |
| Q2 2021 | $861,000 | +24.1% | 32,090 | +20.8% | 0.27% | +8.8% |
| Q1 2021 | $694,000 | -9.4% | 26,569 | -4.7% | 0.25% | -18.3% |
| Q4 2020 | $766,000 | – | 27,869 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 312,271 | $6,923 | 4.30% |
| 4Thought Financial Group Inc. | 132,108 | $2,929,000 | 2.64% |
| Signature Wealth Management Group | 184,472 | $4,089,737 | 2.00% |
| Klingman & Associates, LLC | 1,021,610 | $22,649,102 | 1.99% |
| Seneca House Advisors | 146,538 | $3,248,748 | 1.80% |
| Aptus Capital Advisors, LLC | 2,464,372 | $54,635,127 | 1.68% |
| Guidance Point Advisors, LLC | 155,452 | $3,446,363 | 1.46% |
| Peloton Wealth Strategists | 124,700 | $2,765 | 1.33% |
| SIGMA INVESTMENT COUNSELORS INC | 660,351 | $14,639,972 | 1.20% |
| Matthew Goff Investment Advisor, LLC | 206,849 | $4,585,839 | 1.20% |