ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 119 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,732,143 | +13.8% | 488,229 | +16.0% | 0.02% | +11.8% |
Q2 2023 | $10,308,645 | +36.6% | 420,761 | +39.1% | 0.02% | +30.8% |
Q1 2023 | $7,543,876 | +10.9% | 302,481 | +8.0% | 0.01% | +8.3% |
Q4 2022 | $6,802,366 | -1.0% | 280,048 | -3.1% | 0.01% | -14.3% |
Q3 2022 | $6,872,000 | +7.9% | 288,870 | +13.2% | 0.01% | +16.7% |
Q2 2022 | $6,371,000 | +9.1% | 255,265 | +15.2% | 0.01% | +20.0% |
Q1 2022 | $5,837,000 | -6.3% | 221,604 | +0.6% | 0.01% | 0.0% |
Q4 2021 | $6,230,000 | +0.6% | 220,179 | +1.9% | 0.01% | -16.7% |
Q3 2021 | $6,192,000 | +4.6% | 216,129 | +5.6% | 0.01% | +9.1% |
Q2 2021 | $5,918,000 | +29.3% | 204,743 | +26.7% | 0.01% | +22.2% |
Q1 2021 | $4,578,000 | -4.7% | 161,639 | -0.6% | 0.01% | -10.0% |
Q4 2020 | $4,805,000 | +32.6% | 162,583 | +30.5% | 0.01% | +11.1% |
Q3 2020 | $3,624,000 | +201.0% | 124,602 | +198.5% | 0.01% | +200.0% |
Q2 2020 | $1,204,000 | – | 41,741 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
4Thought Financial Group Inc. | 120,844 | $3,183,000 | 2.82% |
PFG Private Wealth Management, LLC | 182,410 | $4,805,000 | 2.47% |
Legacy CG, LLC | 120,746 | $3,180,000 | 2.07% |
Peloton Wealth Strategists | 163,000 | $4,293,000 | 1.79% |
Matthew Goff Investment Advisor, LLC | 265,620 | $6,996,000 | 1.64% |
SIGMA INVESTMENT COUNSELORS INC | 784,781 | $20,671,000 | 1.48% |
Signature Wealth Management Group | 108,488 | $2,858,000 | 1.29% |
Bradley & Co. Private Wealth Management, LLC | 39,888 | $1,051,000 | 0.90% |
Praetorian Wealth Management, Inc. | 85,563 | $2,253,000 | 0.77% |
Guidance Point Advisors, LLC | 48,387 | $1,872,000 | 0.71% |