ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 94 filers reported holding ISHARES TR in Q2 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 ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 119,678 | $3,386,000 | 2.74% |
| PFG Private Wealth Management, LLC | 171,370 | $4,849,000 | 2.50% |
| Legacy CG, LLC | 125,274 | $3,545,000 | 2.13% |
| Peloton Wealth Strategists | 154,500 | $4,372,000 | 1.75% |
| Matthew Goff Investment Advisor, LLC | 258,267 | $7,308,000 | 1.67% |
| SIGMA INVESTMENT COUNSELORS INC | 697,104 | $19,724,000 | 1.38% |
| Signature Wealth Management Group | 92,423 | $2,615,000 | 1.32% |
| Bradley & Co. Private Wealth Management, LLC | 57,619 | $1,630,000 | 1.31% |
| Praetorian Wealth Management, Inc. | 74,096 | $2,096,000 | 0.68% |
| Capital Investment Advisors, LLC | 694,706 | $19,657,000 | 0.60% |