ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 50 filers reported holding ISHARES TR in Q3 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 ↓ |
---|---|---|---|
Envision Financial Planning, LLC | 397,055 | $8,695,504 | 8.61% |
PFG Private Wealth Management, LLC | 249,055 | $5,454,309 | 4.06% |
Gateway Advisory, LLC | 773,587 | $16,941,556 | 3.46% |
4Thought Financial Group Inc. | 127,805 | $2,798,920 | 2.25% |
Keeler Thomas Management LLC | 264,463 | $5,929,435 | 2.19% |
Peloton Wealth Strategists | 212,400 | $4,652 | 2.14% |
Platte River Wealth Advisors, LLC | 261,117 | $5,718,462 | 2.09% |
Klingman & Associates, LLC | 1,128,664 | $24,717,736 | 2.00% |
SUMMITRY LLC | 1,374,434 | $30,100,103 | 1.98% |
Seneca House Advisors | 166,385 | $3,637,176 | 1.89% |