ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 139 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $235,078 | -1.8% | 9,595 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $239,299 | +2.7% | 9,595 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $233,063 | +2.2% | 9,595 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $228,000 | -4.6% | 9,595 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $239,000 | -5.5% | 9,595 | 0.0% | 0.01% | +25.0% |
| Q1 2022 | $253,000 | -6.6% | 9,595 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $271,000 | -1.5% | 9,595 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $275,000 | -0.7% | 9,595 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $277,000 | +1.8% | 9,595 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $272,000 | -4.2% | 9,595 | 0.0% | 0.00% | -20.0% |
| Q4 2020 | $284,000 | +1.8% | 9,595 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $279,000 | – | 9,595 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gratus Wealth Advisors, LLC | 1,077,750 | $26,857,519 | 4.63% |
| PFG Private Wealth Management, LLC | 273,371 | $6,771,405 | 4.11% |
| MONUMENTAL FINANCIAL GROUP INC. | 376,543 | $9,326,970 | 4.07% |
| Paradigm, Strategies in Wealth Management, LLC | 238,070 | $5,896,993 | 3.62% |
| Gateway Advisory, LLC | 830,142 | $20,562,640 | 3.49% |
| Michael S. Ryan, Inc. | 185,553 | $4,596,148 | 3.48% |
| Windsor Capital Management, LLC | 421,715 | $10,445,877 | 3.23% |
| WOODMONT INVESTMENT COUNSEL LLC | 1,368,881 | $33,907,189 | 2.77% |
| Houlihan Financial Resource Group, Ltd. | 163,209 | $4,043 | 2.76% |
| Kathmere Capital Management, LLC | 1,047,679 | $25,951,009 | 2.75% |