ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 67 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 | $91,607 | -1.4% | 4,183 | +1.1% | 0.01% | 0.0% |
| Q2 2023 | $92,870 | -0.8% | 4,137 | +1.1% | 0.01% | 0.0% |
| Q1 2023 | $93,663 | +3.9% | 4,094 | +0.7% | 0.01% | -16.7% |
| Q4 2022 | $90,167 | -0.9% | 4,067 | +2.2% | 0.01% | 0.0% |
| Q3 2022 | $91,000 | 0.0% | 3,980 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $91,000 | +133.3% | 3,980 | +170.4% | 0.01% | +500.0% |
| Q3 2021 | $39,000 | – | 1,472 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 296,600 | $6,463,000 | 4.24% |
| 4Thought Financial Group Inc. | 129,881 | $2,830,000 | 2.78% |
| Signature Wealth Management Group | 173,642 | $3,784,000 | 1.92% |
| Matthew Goff Investment Advisor, LLC | 265,960 | $5,795,000 | 1.66% |
| Aptus Capital Advisors, LLC | 2,939,488 | $64,051,000 | 1.54% |
| Klingman & Associates, LLC | 688,658 | $15,006,000 | 1.47% |
| Guidance Point Advisors, LLC | 135,124 | $2,957,000 | 1.35% |
| Seneca House Advisors | 77,298 | $1,684,000 | 1.25% |
| SIGMA INVESTMENT COUNSELORS INC | 640,531 | $13,957,000 | 1.19% |
| H. L. Ormond & Company, LLC | 32,432 | $707,000 | 1.13% |