ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 55 filers reported holding ISHARES TR in Q4 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% | – |
Download | ||||||
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% |