ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 175 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $242,250 | -23.5% | 10,081 | -22.0% | 0.26% | -13.5% |
| Q2 2023 | $316,785 | -0.8% | 12,930 | +1.0% | 0.30% | -8.6% |
| Q1 2023 | $319,396 | +29.4% | 12,807 | +26.1% | 0.32% | +16.1% |
| Q4 2022 | $246,739 | +3.2% | 10,158 | +1.2% | 0.28% | +2.6% |
| Q3 2022 | $239,000 | -4.0% | 10,040 | +0.7% | 0.27% | +0.4% |
| Q2 2022 | $249,000 | -4.6% | 9,966 | +0.4% | 0.27% | +12.4% |
| Q1 2022 | $261,000 | – | 9,925 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 119,678 | $3,386,000 | 2.74% |
| PFG Private Wealth Management, LLC | 171,370 | $4,849,000 | 2.50% |
| Legacy CG, LLC | 125,274 | $3,545,000 | 2.13% |
| Peloton Wealth Strategists | 154,500 | $4,372,000 | 1.75% |
| Matthew Goff Investment Advisor, LLC | 258,267 | $7,308,000 | 1.67% |
| SIGMA INVESTMENT COUNSELORS INC | 697,104 | $19,724,000 | 1.38% |
| Signature Wealth Management Group | 92,423 | $2,615,000 | 1.32% |
| Bradley & Co. Private Wealth Management, LLC | 57,619 | $1,630,000 | 1.31% |
| Praetorian Wealth Management, Inc. | 74,096 | $2,096,000 | 0.68% |
| Capital Investment Advisors, LLC | 694,706 | $19,657,000 | 0.60% |