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 | $14,064,989 | +152.7% | 585,309 | +157.7% | 0.00% | +100.0% |
| Q2 2023 | $5,565,127 | -3.1% | 227,148 | -1.3% | 0.00% | 0.0% |
| Q1 2023 | $5,742,438 | +53.6% | 230,250 | +49.6% | 0.00% | +100.0% |
| Q4 2022 | $3,738,935 | +142.0% | 153,929 | +137.0% | 0.00% | 0.0% |
| Q3 2022 | $1,545,000 | -85.9% | 64,937 | -85.2% | 0.00% | -66.7% |
| Q2 2022 | $10,950,000 | -17.9% | 438,680 | -13.3% | 0.00% | 0.0% |
| Q1 2022 | $13,330,000 | +9.5% | 506,077 | +17.6% | 0.00% | 0.0% |
| Q4 2021 | $12,179,000 | +126.3% | 430,430 | +129.2% | 0.00% | +200.0% |
| Q3 2021 | $5,381,000 | -2.0% | 187,819 | -1.2% | 0.00% | 0.0% |
| Q2 2021 | $5,493,000 | +3.4% | 190,061 | +1.3% | 0.00% | 0.0% |
| Q1 2021 | $5,314,000 | +5.5% | 187,653 | +10.1% | 0.00% | 0.0% |
| Q4 2020 | $5,036,000 | +9.7% | 170,412 | +8.0% | 0.00% | 0.0% |
| Q3 2020 | $4,589,000 | -10.4% | 157,761 | -11.2% | 0.00% | 0.0% |
| Q2 2020 | $5,123,000 | +15.0% | 177,652 | +4.6% | 0.00% | -50.0% |
| Q1 2020 | $4,456,000 | +8.2% | 169,802 | +14.4% | 0.00% | +100.0% |
| Q4 2019 | $4,118,000 | +81.6% | 148,383 | +81.6% | 0.00% | 0.0% |
| Q3 2019 | $2,267,000 | +48.2% | 81,695 | +45.0% | 0.00% | – |
| Q2 2019 | $1,530,000 | +493.0% | 56,330 | +470.0% | 0.00% | – |
| Q1 2019 | $258,000 | +337.3% | 9,882 | +320.2% | 0.00% | – |
| Q4 2018 | $59,000 | – | 2,352 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 159,786 | $4,608,000 | 4.34% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 429,242 | $12,384,000 | 2.20% |
| Signature Wealth Management Group | 76,916 | $2,218,000 | 1.70% |
| Timber Creek Capital Management LLC | 48,060 | $1,386,000 | 0.87% |
| Motley Fool Wealth Management, LLC | 502,929 | $14,504,000 | 0.82% |
| Andesa Financial Management Inc. | 24,070 | $696,000 | 0.62% |
| Wealth Advisory Solutions, LLC | 64,615 | $1,864,000 | 0.52% |
| Avestar Capital, LLC | 37,953 | $1,095,000 | 0.48% |
| Peloton Wealth Strategists | 26,000 | $750,000 | 0.47% |
| Capital Investment Advisors, LLC | 240,136 | $6,926,000 | 0.36% |