ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 55 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,204,368 | +36.4% | 511,615 | +39.8% | 1.31% | +32.5% |
| Q2 2023 | $8,214,298 | +5.9% | 365,893 | +7.9% | 0.99% | -2.0% |
| Q1 2023 | $7,757,785 | +120418.6% | 339,064 | +16.8% | 1.01% | +15.8% |
| Q4 2022 | $6,437 | -99.7% | 290,378 | +202.9% | 0.87% | +186.2% |
| Q3 2022 | $2,089,000 | +91.8% | 95,865 | +101.1% | 0.30% | +104.7% |
| Q2 2022 | $1,089,000 | -14.2% | 47,680 | -7.9% | 0.15% | -2.0% |
| Q1 2022 | $1,269,000 | +119.9% | 51,795 | +136.3% | 0.15% | +123.5% |
| Q4 2021 | $577,000 | +19.0% | 21,921 | +20.4% | 0.07% | +7.9% |
| Q3 2021 | $485,000 | +4.5% | 18,214 | +5.4% | 0.06% | +6.8% |
| Q2 2021 | $464,000 | -4.9% | 17,288 | -7.3% | 0.06% | -9.2% |
| Q1 2021 | $488,000 | -3.6% | 18,658 | +1.3% | 0.06% | -33.7% |
| Q4 2020 | $506,000 | +4.1% | 18,418 | +2.5% | 0.10% | -4.9% |
| Q3 2020 | $486,000 | +19.4% | 17,961 | +18.0% | 0.10% | +15.7% |
| Q2 2020 | $407,000 | +23.7% | 15,219 | +11.6% | 0.09% | +14.1% |
| Q1 2020 | $329,000 | +56.7% | 13,631 | +65.4% | 0.08% | +90.2% |
| Q4 2019 | $210,000 | – | 8,242 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Envision Financial Planning, LLC | 397,055 | $8,695,504 | 8.61% |
| PFG Private Wealth Management, LLC | 249,055 | $5,454,309 | 4.06% |
| Gateway Advisory, LLC | 773,587 | $16,941,556 | 3.46% |
| 4Thought Financial Group Inc. | 127,805 | $2,798,920 | 2.25% |
| Keeler Thomas Management LLC | 264,463 | $5,929,435 | 2.19% |
| Peloton Wealth Strategists | 212,400 | $4,652 | 2.14% |
| Platte River Wealth Advisors, LLC | 261,117 | $5,718,462 | 2.09% |
| Klingman & Associates, LLC | 1,128,664 | $24,717,736 | 2.00% |
| SUMMITRY LLC | 1,374,434 | $30,100,103 | 1.98% |
| Seneca House Advisors | 166,385 | $3,637,176 | 1.89% |