ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 83 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $133,607 | -1.9% | 5,560 | 0.0% | 0.10% | +1.0% |
| Q2 2023 | $136,220 | -1.8% | 5,560 | 0.0% | 0.10% | -6.4% |
| Q1 2023 | $138,666 | +2.7% | 5,560 | 0.0% | 0.11% | -1.8% |
| Q4 2022 | $135,052 | +60.8% | 5,560 | +58.4% | 0.11% | +38.3% |
| Q3 2022 | $84,000 | -4.5% | 3,510 | 0.0% | 0.08% | +2.5% |
| Q2 2022 | $88,000 | -4.3% | 3,510 | 0.0% | 0.08% | +2.6% |
| Q1 2022 | $92,000 | -7.1% | 3,510 | 0.0% | 0.08% | -2.5% |
| Q4 2021 | $99,000 | -2.0% | 3,510 | 0.0% | 0.08% | -7.1% |
| Q3 2021 | $101,000 | 0.0% | 3,510 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $101,000 | +2.0% | 3,510 | 0.0% | 0.08% | -4.5% |
| Q1 2021 | $99,000 | -4.8% | 3,510 | 0.0% | 0.09% | 0.0% |
| Q4 2020 | $104,000 | – | 3,510 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 159,786 | $4,608,000 | 4.34% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 429,242 | $12,384,000 | 2.20% |
| Signature Wealth Management Group | 76,916 | $2,218,000 | 1.70% |
| Timber Creek Capital Management LLC | 48,060 | $1,386,000 | 0.87% |
| Motley Fool Wealth Management, LLC | 502,929 | $14,504,000 | 0.82% |
| Andesa Financial Management Inc. | 24,070 | $696,000 | 0.62% |
| Wealth Advisory Solutions, LLC | 64,615 | $1,864,000 | 0.52% |
| Avestar Capital, LLC | 37,953 | $1,095,000 | 0.48% |
| Peloton Wealth Strategists | 26,000 | $750,000 | 0.47% |
| Capital Investment Advisors, LLC | 240,136 | $6,926,000 | 0.36% |