ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 139 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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 120,844 | $3,183,000 | 2.82% |
| PFG Private Wealth Management, LLC | 182,410 | $4,805,000 | 2.47% |
| Legacy CG, LLC | 120,746 | $3,180,000 | 2.07% |
| Peloton Wealth Strategists | 163,000 | $4,293,000 | 1.79% |
| Matthew Goff Investment Advisor, LLC | 265,620 | $6,996,000 | 1.64% |
| SIGMA INVESTMENT COUNSELORS INC | 784,781 | $20,671,000 | 1.48% |
| Signature Wealth Management Group | 108,488 | $2,858,000 | 1.29% |
| Bradley & Co. Private Wealth Management, LLC | 39,888 | $1,051,000 | 0.90% |
| Praetorian Wealth Management, Inc. | 85,563 | $2,253,000 | 0.77% |
| Guidance Point Advisors, LLC | 48,387 | $1,872,000 | 0.71% |