ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 102 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,350,344 | +791.4% | 597,184 | +808.9% | 0.02% | +900.0% |
| Q2 2023 | $1,609,913 | +3.4% | 65,707 | +5.3% | 0.00% | 0.0% |
| Q1 2023 | $1,556,916 | +6.8% | 62,426 | +4.0% | 0.00% | 0.0% |
| Q4 2022 | $1,458,426 | -30.6% | 60,042 | -32.0% | 0.00% | -33.3% |
| Q3 2022 | $2,101,000 | -7.8% | 88,318 | -3.3% | 0.00% | -25.0% |
| Q2 2022 | $2,279,000 | -3.1% | 91,294 | +2.2% | 0.00% | +33.3% |
| Q1 2022 | $2,352,000 | -3.6% | 89,286 | +3.6% | 0.00% | 0.0% |
| Q4 2021 | $2,439,000 | +1.0% | 86,185 | +2.2% | 0.00% | -25.0% |
| Q3 2021 | $2,415,000 | +0.1% | 84,295 | +1.0% | 0.00% | 0.0% |
| Q2 2021 | $2,412,000 | +9.8% | 83,483 | +7.7% | 0.00% | 0.0% |
| Q1 2021 | $2,196,000 | -2.6% | 77,538 | +1.6% | 0.00% | 0.0% |
| Q4 2020 | $2,255,000 | +9.9% | 76,313 | +8.2% | 0.00% | 0.0% |
| Q3 2020 | $2,052,000 | +5.3% | 70,525 | +4.4% | 0.00% | 0.0% |
| Q2 2020 | $1,949,000 | +13.9% | 67,583 | +3.2% | 0.00% | -20.0% |
| Q1 2020 | $1,711,000 | -82.9% | 65,465 | -82.0% | 0.01% | -76.2% |
| Q4 2019 | $9,984,000 | -4.6% | 363,169 | -4.5% | 0.02% | -22.2% |
| Q3 2019 | $10,463,000 | -3.2% | 380,341 | -4.9% | 0.03% | -3.6% |
| Q2 2019 | $10,808,000 | -20.3% | 400,096 | -23.5% | 0.03% | -26.3% |
| Q1 2019 | $13,562,000 | -26.0% | 523,165 | -28.6% | 0.04% | -35.6% |
| Q4 2018 | $18,327,000 | – | 732,627 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 338,563 | $8,294,798 | 5.61% |
| PFG Private Wealth Management, LLC | 317,810 | $7,786,334 | 4.60% |
| Gateway Advisory, LLC | 699,504 | $17,137,851 | 3.63% |
| Keeler Thomas Management LLC | 236,682 | $5,804,073 | 2.34% |
| 4Thought Financial Group Inc. | 116,867 | $2,863,250 | 2.28% |
| Peloton Wealth Strategists | 204,925 | $5,021 | 2.22% |
| Signature Wealth Management Group | 193,559 | $4,742,203 | 2.21% |
| Aptus Capital Advisors, LLC | 3,644,592 | $89,292,504 | 2.14% |
| Platte River Wealth Advisors, LLC | 241,985 | $5,928,633 | 2.08% |
| Klingman & Associates, LLC | 1,013,122 | $24,821,495 | 2.00% |