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 | $844,288 | -14.5% | 38,552 | -12.3% | 0.03% | -10.8% |
| Q2 2023 | $987,059 | -1.3% | 43,967 | +0.6% | 0.04% | -7.5% |
| Q1 2023 | $999,558 | +21.8% | 43,687 | +18.0% | 0.04% | +17.6% |
| Q4 2022 | $820,556 | +0.2% | 37,012 | -1.5% | 0.03% | -10.5% |
| Q3 2022 | $819,000 | +8.5% | 37,577 | +13.7% | 0.04% | +15.2% |
| Q2 2022 | $755,000 | +31.8% | 33,049 | +41.5% | 0.03% | +50.0% |
| Q1 2022 | $573,000 | -0.9% | 23,364 | +6.4% | 0.02% | +4.8% |
| Q4 2021 | $578,000 | -3.3% | 21,955 | -2.3% | 0.02% | -12.5% |
| Q3 2021 | $598,000 | +1.9% | 22,475 | +2.7% | 0.02% | +4.3% |
| Q2 2021 | $587,000 | +46.8% | 21,885 | +50.5% | 0.02% | +43.8% |
| Q4 2020 | $400,000 | – | 14,537 | – | 0.02% | – |
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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% |