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 | $70,556,430 | +41.5% | 2,936,181 | +44.3% | 0.01% | +60.0% |
| Q2 2023 | $49,846,979 | +16.5% | 2,034,570 | +18.6% | 0.01% | +25.0% |
| Q1 2023 | $42,780,088 | +20.8% | 1,715,320 | +17.7% | 0.00% | 0.0% |
| Q4 2022 | $35,413,797 | +31.5% | 1,457,958 | +28.8% | 0.00% | +33.3% |
| Q3 2022 | $26,933,000 | +66.1% | 1,132,111 | +74.3% | 0.00% | +50.0% |
| Q2 2022 | $16,211,000 | -45.1% | 649,466 | -42.1% | 0.00% | -33.3% |
| Q1 2022 | $29,542,000 | -1.2% | 1,121,543 | +6.2% | 0.00% | 0.0% |
| Q4 2021 | $29,887,000 | +13.1% | 1,056,269 | +14.5% | 0.00% | 0.0% |
| Q3 2021 | $26,428,000 | +2.4% | 922,423 | +3.3% | 0.00% | 0.0% |
| Q2 2021 | $25,811,000 | +24.2% | 893,125 | +21.7% | 0.00% | +50.0% |
| Q1 2021 | $20,789,000 | +7.6% | 734,043 | +12.2% | 0.00% | 0.0% |
| Q4 2020 | $19,327,000 | +12.1% | 654,046 | +10.4% | 0.00% | 0.0% |
| Q3 2020 | $17,236,000 | +2.6% | 592,510 | +1.7% | 0.00% | -33.3% |
| Q2 2020 | $16,805,000 | +20.6% | 582,697 | +9.8% | 0.00% | 0.0% |
| Q1 2020 | $13,931,000 | +5.9% | 530,903 | +12.0% | 0.00% | +50.0% |
| Q4 2019 | $13,150,000 | +38.8% | 473,894 | +38.8% | 0.00% | +100.0% |
| Q3 2019 | $9,477,000 | +237.7% | 341,537 | +230.5% | 0.00% | – |
| Q2 2019 | $2,806,000 | +1268.8% | 103,350 | +1211.7% | 0.00% | – |
| Q1 2019 | $205,000 | – | 7,879 | – | 0.00% | – |
Download | ||||||
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% |