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 | $1,716,899 | -94.1% | 78,397 | -94.1% | 0.00% | -95.8% |
| Q3 2022 | $29,102,000 | +128.5% | 1,335,587 | +139.6% | 0.05% | +140.0% |
| Q2 2022 | $12,737,000 | +2220.0% | 557,412 | +2390.0% | 0.02% | +1900.0% |
| Q1 2022 | $549,000 | -1.3% | 22,386 | +6.0% | 0.00% | 0.0% |
| Q4 2021 | $556,000 | +0.7% | 21,128 | +1.9% | 0.00% | 0.0% |
| Q3 2021 | $552,000 | -2.5% | 20,736 | -1.7% | 0.00% | 0.0% |
| Q2 2021 | $566,000 | +16.9% | 21,087 | +13.8% | 0.00% | 0.0% |
| Q1 2021 | $484,000 | -74.6% | 18,535 | -73.2% | 0.00% | -66.7% |
| Q4 2020 | $1,902,000 | +8.6% | 69,189 | +6.9% | 0.00% | -25.0% |
| Q3 2020 | $1,751,000 | +29.7% | 64,731 | +28.3% | 0.00% | +33.3% |
| Q2 2020 | $1,350,000 | +13.0% | 50,465 | +1.5% | 0.00% | 0.0% |
| Q1 2020 | $1,195,000 | – | 49,731 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 296,600 | $6,463,000 | 4.24% |
| 4Thought Financial Group Inc. | 129,881 | $2,830,000 | 2.78% |
| Signature Wealth Management Group | 173,642 | $3,784,000 | 1.92% |
| Matthew Goff Investment Advisor, LLC | 265,960 | $5,795,000 | 1.66% |
| Aptus Capital Advisors, LLC | 2,939,488 | $64,051,000 | 1.54% |
| Klingman & Associates, LLC | 688,658 | $15,006,000 | 1.47% |
| Guidance Point Advisors, LLC | 135,124 | $2,957,000 | 1.35% |
| Seneca House Advisors | 77,298 | $1,684,000 | 1.25% |
| SIGMA INVESTMENT COUNSELORS INC | 640,531 | $13,957,000 | 1.19% |
| H. L. Ormond & Company, LLC | 32,432 | $707,000 | 1.13% |