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 | $468,128 | -1.9% | 19,481 | 0.0% | 0.49% | +3.2% |
| Q2 2023 | $477,285 | -1.8% | 19,481 | 0.0% | 0.47% | -11.1% |
| Q1 2023 | $485,856 | -28.1% | 19,481 | -30.0% | 0.53% | -35.4% |
| Q4 2022 | $676,161 | +2.1% | 27,837 | 0.0% | 0.82% | +4.3% |
| Q3 2022 | $662,000 | -40.1% | 27,837 | -37.1% | 0.79% | -35.2% |
| Q2 2022 | $1,105,000 | +5.1% | 44,247 | +10.9% | 1.22% | +34.9% |
| Q1 2022 | $1,051,000 | -35.5% | 39,888 | -30.8% | 0.90% | -30.9% |
| Q4 2021 | $1,630,000 | -2.7% | 57,619 | -1.5% | 1.31% | -9.6% |
| Q3 2021 | $1,675,000 | -0.9% | 58,475 | 0.0% | 1.44% | -2.0% |
| Q2 2021 | $1,690,000 | +2.1% | 58,475 | 0.0% | 1.48% | -3.5% |
| Q1 2021 | $1,656,000 | – | 58,475 | – | 1.53% | – |
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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% |