ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 55 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $453,943 | -2.5% | 20,728 | 0.0% | 0.47% | +2.8% |
Q2 2023 | $465,344 | -1.9% | 20,728 | 0.0% | 0.46% | -11.2% |
Q1 2023 | $474,257 | -33.2% | 20,728 | -35.3% | 0.52% | -40.0% |
Q4 2022 | $710,326 | +1.8% | 32,040 | 0.0% | 0.86% | +4.0% |
Q3 2022 | $698,000 | -37.3% | 32,040 | -34.2% | 0.83% | -32.1% |
Q2 2022 | $1,113,000 | -3.8% | 48,687 | +3.1% | 1.23% | +23.3% |
Q1 2022 | $1,157,000 | +6.3% | 47,235 | +14.2% | 0.99% | +14.0% |
Q4 2021 | $1,088,000 | -11.2% | 41,355 | -10.1% | 0.87% | -17.5% |
Q3 2021 | $1,225,000 | -0.7% | 46,021 | 0.0% | 1.06% | -1.9% |
Q2 2021 | $1,234,000 | +2.6% | 46,021 | 0.0% | 1.08% | -3.0% |
Q1 2021 | $1,203,000 | – | 46,021 | – | 1.11% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
PFG Private Wealth Management, LLC | 296,600 | $6,463,000 | 4.24% |
4Thought Financial Group Inc. | 129,881 | $2,830,000 | 2.78% |
Signature Wealth Management Group | 173,642 | $3,784,000 | 1.92% |
Matthew Goff Investment Advisor, LLC | 265,960 | $5,795,000 | 1.66% |
Aptus Capital Advisors, LLC | 2,939,488 | $64,051,000 | 1.54% |
Klingman & Associates, LLC | 688,658 | $15,006,000 | 1.47% |
Guidance Point Advisors, LLC | 135,124 | $2,957,000 | 1.35% |
Seneca House Advisors | 77,298 | $1,684,000 | 1.25% |
SIGMA INVESTMENT COUNSELORS INC | 640,531 | $13,957,000 | 1.19% |
H. L. Ormond & Company, LLC | 32,432 | $707,000 | 1.13% |