ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 81 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 | $10,301,630 | +43.9% | 470,394 | +47.6% | 0.02% | +41.7% |
| Q2 2023 | $7,156,835 | +70.4% | 318,790 | +73.7% | 0.01% | +71.4% |
| Q1 2023 | $4,200,082 | +7.3% | 183,570 | +3.9% | 0.01% | 0.0% |
| Q4 2022 | $3,915,111 | +1.8% | 176,595 | +0.1% | 0.01% | -12.5% |
| Q3 2022 | $3,845,000 | +5.8% | 176,459 | +10.9% | 0.01% | +14.3% |
| Q2 2022 | $3,635,000 | +19.1% | 159,044 | +27.7% | 0.01% | +40.0% |
| Q1 2022 | $3,052,000 | -5.6% | 124,531 | +1.4% | 0.01% | 0.0% |
| Q4 2021 | $3,234,000 | -1.2% | 122,860 | -0.1% | 0.01% | -16.7% |
| Q3 2021 | $3,272,000 | +7.6% | 122,935 | +8.4% | 0.01% | 0.0% |
| Q2 2021 | $3,041,000 | +2.2% | 113,374 | -0.4% | 0.01% | 0.0% |
| Q1 2021 | $2,975,000 | -4.3% | 113,870 | +0.6% | 0.01% | -14.3% |
| Q4 2020 | $3,110,000 | +15.0% | 113,146 | +13.1% | 0.01% | 0.0% |
| Q3 2020 | $2,705,000 | +146.6% | 100,006 | +143.9% | 0.01% | +133.3% |
| Q2 2020 | $1,097,000 | – | 41,006 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 312,271 | $6,923 | 4.30% |
| 4Thought Financial Group Inc. | 132,108 | $2,929,000 | 2.64% |
| Signature Wealth Management Group | 184,472 | $4,089,737 | 2.00% |
| Klingman & Associates, LLC | 1,021,610 | $22,649,102 | 1.99% |
| Seneca House Advisors | 146,538 | $3,248,748 | 1.80% |
| Aptus Capital Advisors, LLC | 2,464,372 | $54,635,127 | 1.68% |
| Guidance Point Advisors, LLC | 155,452 | $3,446,363 | 1.46% |
| Peloton Wealth Strategists | 124,700 | $2,765 | 1.33% |
| SIGMA INVESTMENT COUNSELORS INC | 660,351 | $14,639,972 | 1.20% |
| Matthew Goff Investment Advisor, LLC | 206,849 | $4,585,839 | 1.20% |