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 | $165,447 | -1.9% | 6,885 | 0.0% | 0.05% | +4.2% |
| Q2 2023 | $168,683 | -1.8% | 6,885 | 0.0% | 0.05% | -7.7% |
| Q1 2023 | $171,712 | +102721.6% | 6,885 | 0.0% | 0.05% | +4.0% |
| Q4 2022 | $167 | -99.9% | 6,885 | 0.0% | 0.05% | -2.0% |
| Q3 2022 | $164,000 | -27.4% | 6,885 | -23.8% | 0.05% | -21.5% |
| Q2 2022 | $226,000 | -5.0% | 9,040 | 0.0% | 0.06% | +12.1% |
| Q1 2022 | $238,000 | – | 9,040 | – | 0.06% | – |
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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% |