ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 118 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 | $3,711,795 | -5.9% | 169,488 | -3.5% | 0.00% | 0.0% |
| Q2 2023 | $3,944,248 | -30.9% | 175,690 | -29.5% | 0.00% | -50.0% |
| Q1 2023 | $5,704,373 | +119.5% | 249,317 | +112.7% | 0.00% | +100.0% |
| Q4 2022 | $2,598,811 | +11.6% | 117,222 | +9.6% | 0.00% | 0.0% |
| Q3 2022 | $2,329,000 | +16.7% | 106,921 | +22.4% | 0.00% | 0.0% |
| Q2 2022 | $1,996,000 | -18.8% | 87,359 | -12.9% | 0.00% | 0.0% |
| Q1 2022 | $2,457,000 | -23.0% | 100,251 | -17.3% | 0.00% | 0.0% |
| Q4 2021 | $3,191,000 | -16.2% | 121,219 | -15.3% | 0.00% | 0.0% |
| Q3 2021 | $3,809,000 | +4.0% | 143,112 | +4.7% | 0.00% | 0.0% |
| Q2 2021 | $3,664,000 | +57.9% | 136,632 | +53.8% | 0.00% | 0.0% |
| Q1 2021 | $2,321,000 | -0.9% | 88,809 | +4.2% | 0.00% | 0.0% |
| Q4 2020 | $2,343,000 | +44.3% | 85,223 | +42.0% | 0.00% | – |
| Q3 2020 | $1,624,000 | +340.1% | 60,035 | +335.7% | 0.00% | – |
| Q2 2020 | $369,000 | +32.3% | 13,780 | +19.2% | 0.00% | – |
| Q1 2020 | $279,000 | +1168.2% | 11,565 | +1251.1% | 0.00% | – |
| Q4 2019 | $22,000 | – | 856 | – | 0.00% | – |
Download | ||||||
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% |