ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 67 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,768,869 | +45.0% | 1,496,295 | +48.6% | 0.00% | +100.0% |
| Q2 2023 | $22,604,299 | +14.1% | 1,006,873 | +16.3% | 0.00% | 0.0% |
| Q1 2023 | $19,813,896 | +21.7% | 865,992 | +17.9% | 0.00% | 0.0% |
| Q4 2022 | $16,277,902 | +18.4% | 734,231 | +16.3% | 0.00% | 0.0% |
| Q3 2022 | $13,754,000 | -1.9% | 631,208 | +2.9% | 0.00% | 0.0% |
| Q2 2022 | $14,022,000 | -16.3% | 613,677 | -10.2% | 0.00% | 0.0% |
| Q1 2022 | $16,749,000 | -1.2% | 683,342 | +6.1% | 0.00% | 0.0% |
| Q4 2021 | $16,954,000 | +12.0% | 644,016 | +13.2% | 0.00% | 0.0% |
| Q3 2021 | $15,143,000 | +5.2% | 568,937 | +6.0% | 0.00% | +100.0% |
| Q2 2021 | $14,393,000 | +19.4% | 536,675 | +16.4% | 0.00% | 0.0% |
| Q1 2021 | $12,050,000 | +16.8% | 461,168 | +22.9% | 0.00% | 0.0% |
| Q4 2020 | $10,313,000 | +34.5% | 375,152 | +32.4% | 0.00% | 0.0% |
| Q3 2020 | $7,665,000 | +22.5% | 283,431 | +21.2% | 0.00% | 0.0% |
| Q2 2020 | $6,255,000 | +54.0% | 233,876 | +38.8% | 0.00% | 0.0% |
| Q1 2020 | $4,061,000 | +167.7% | 168,457 | +183.6% | 0.00% | – |
| Q4 2019 | $1,517,000 | – | 59,393 | – | 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% |