ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 83 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,596,360 | -18.3% | 66,432 | -16.7% | 0.06% | -16.2% |
| Q2 2023 | $1,954,095 | -0.7% | 79,759 | +1.1% | 0.07% | -6.3% |
| Q1 2023 | $1,967,766 | +8.8% | 78,900 | +5.9% | 0.08% | +5.3% |
| Q4 2022 | $1,808,876 | +3.5% | 74,470 | +1.3% | 0.08% | -7.4% |
| Q3 2022 | $1,748,000 | +4.4% | 73,490 | +9.5% | 0.08% | +11.0% |
| Q2 2022 | $1,675,000 | +19.8% | 67,108 | +26.4% | 0.07% | +35.2% |
| Q1 2022 | $1,398,000 | +12.3% | 53,078 | +20.6% | 0.05% | +17.4% |
| Q4 2021 | $1,245,000 | +2.9% | 44,015 | +4.2% | 0.05% | -4.2% |
| Q3 2021 | $1,210,000 | +0.7% | 42,235 | +1.6% | 0.05% | 0.0% |
| Q2 2021 | $1,202,000 | +151.5% | 41,585 | +157.2% | 0.05% | +152.6% |
| Q4 2020 | $478,000 | – | 16,169 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 377,377 | $9,068,370 | 5.78% |
| PFG Private Wealth Management, LLC | 265,391 | $6,377,352 | 4.74% |
| Gateway Advisory, LLC | 708,259 | $17,019,461 | 3.47% |
| Peloton Wealth Strategists | 226,425 | $5,441 | 2.51% |
| Keeler Thomas Management LLC | 252,991 | $6,219,921 | 2.30% |
| 4Thought Financial Group Inc. | 117,740 | $2,829,287 | 2.28% |
| Platte River Wealth Advisors, LLC | 242,650 | $5,830,880 | 2.13% |
| Klingman & Associates, LLC | 1,037,442 | $24,929,742 | 2.02% |
| Sound View Wealth Advisors Group, LLC | 614,233 | $14,760,021 | 1.84% |
| Aptus Capital Advisors, LLC | 2,536,519 | $60,952,552 | 1.66% |