ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 81 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $141,688 | -0.7% | 6,250 | 0.0% | 0.09% | -4.1% |
| Q1 2024 | $142,625 | -1.1% | 6,250 | 0.0% | 0.10% | -7.6% |
| Q4 2023 | $144,188 | +64.6% | 6,250 | +56.2% | 0.10% | +54.4% |
| Q3 2023 | $87,600 | -2.4% | 4,000 | 0.0% | 0.07% | 0.0% |
| Q2 2023 | $89,800 | -1.9% | 4,000 | 0.0% | 0.07% | -6.8% |
| Q1 2023 | $91,520 | +3.2% | 4,000 | 0.0% | 0.07% | 0.0% |
| Q4 2022 | $88,680 | – | 4,000 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Envision Financial Planning, LLC | 457,091 | $10,362,259 | 7.92% |
| Seven Springs Wealth Group, LLC | 631,784 | $14,322,548 | 5.60% |
| PFG Private Wealth Management, LLC | 292,327 | $6,627,057 | 4.02% |
| Gateway Advisory, LLC | 907,556 | $20,574,304 | 3.49% |
| LFA - Lugano Financial Advisors SA | 154,098 | $3,493,402 | 2.66% |
| Peloton Wealth Strategists | 265,000 | $6,008 | 2.47% |
| Houlihan Financial Resource Group, Ltd. | 157,219 | $3,564 | 2.43% |
| Signature Wealth Management Group | 234,042 | $5,305,731 | 2.32% |
| Keeler Thomas Management LLC | 287,878 | $6,530,368 | 2.22% |
| 4Thought Financial Group Inc. | 156,335 | $3,544,120 | 2.20% |