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 | $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 ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 377,377 | $9,068,370 | 5.78% |
| PFG Private Wealth Management, LLC | 265,391 | $6,377,352 | 4.74% |
| Gateway Advisory, LLC | 708,259 | $17,019,461 | 3.47% |
| Peloton Wealth Strategists | 226,425 | $5,441 | 2.51% |
| Keeler Thomas Management LLC | 252,991 | $6,219,921 | 2.30% |
| 4Thought Financial Group Inc. | 117,740 | $2,829,287 | 2.28% |
| Platte River Wealth Advisors, LLC | 242,650 | $5,830,880 | 2.13% |
| Klingman & Associates, LLC | 1,037,442 | $24,929,742 | 2.02% |
| Sound View Wealth Advisors Group, LLC | 614,233 | $14,760,021 | 1.84% |
| Aptus Capital Advisors, LLC | 2,536,519 | $60,952,552 | 1.66% |