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 ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 121,708 | $3,038,000 | 2.85% |
| PFG Private Wealth Management, LLC | 196,142 | $4,896,000 | 2.75% |
| Aptus Capital Advisors, LLC | 3,823,959 | $95,446,000 | 2.48% |
| Legacy CG, LLC | 123,491 | $3,082,000 | 2.12% |
| Peloton Wealth Strategists | 161,000 | $4,019,000 | 1.96% |
| Signature Wealth Management Group | 146,735 | $3,663,000 | 1.78% |
| Matthew Goff Investment Advisor, LLC | 263,456 | $6,576,000 | 1.77% |
| SIGMA INVESTMENT COUNSELORS INC | 807,617 | $20,158,000 | 1.64% |
| CAPITAL ADVISORS INC/OK | 1,664,198 | $41,538,000 | 1.25% |
| Bradley & Co. Private Wealth Management, LLC | 44,247 | $1,105,000 | 1.22% |