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 | $118,636 | -1.9% | 4,937 | 0.0% | 0.04% | +2.4% |
Q2 2023 | $120,957 | -1.8% | 4,937 | 0.0% | 0.04% | -8.9% |
Q1 2023 | $123,129 | +2.7% | 4,937 | 0.0% | 0.04% | -2.2% |
Q4 2022 | $119,920 | +4.3% | 4,937 | +1.8% | 0.05% | +2.2% |
Q3 2022 | $115,000 | -5.0% | 4,852 | 0.0% | 0.04% | -6.2% |
Q2 2022 | $121,000 | +908.3% | 4,852 | +966.4% | 0.05% | +1100.0% |
Q1 2022 | $12,000 | – | 455 | – | 0.00% | – |
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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% |