ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 97 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,837,055 | -7.1% | 494,843 | -4.7% | 0.00% | 0.0% |
| Q2 2023 | $11,668,341 | +9.3% | 519,198 | +11.0% | 0.00% | 0.0% |
| Q1 2023 | $10,680,018 | +154.9% | 467,600 | +147.4% | 0.00% | +300.0% |
| Q4 2022 | $4,190,000 | +10.6% | 188,999 | +8.6% | 0.00% | 0.0% |
| Q3 2022 | $3,789,000 | +113.2% | 174,005 | +123.7% | 0.00% | 0.0% |
| Q2 2022 | $1,777,000 | +7.0% | 77,769 | +14.8% | 0.00% | – |
| Q1 2022 | $1,660,000 | +14.2% | 67,733 | +22.6% | 0.00% | – |
| Q4 2021 | $1,453,000 | +3.2% | 55,229 | +4.5% | 0.00% | – |
| Q3 2021 | $1,408,000 | +3.4% | 52,852 | +4.1% | 0.00% | – |
| Q2 2021 | $1,362,000 | +10.8% | 50,766 | +7.9% | 0.00% | – |
| Q1 2021 | $1,229,000 | – | 47,047 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Envision Financial Planning, LLC | 397,055 | $8,695,504 | 8.61% |
| PFG Private Wealth Management, LLC | 249,055 | $5,454,309 | 4.06% |
| Gateway Advisory, LLC | 773,587 | $16,941,556 | 3.46% |
| 4Thought Financial Group Inc. | 127,805 | $2,798,920 | 2.25% |
| Keeler Thomas Management LLC | 264,463 | $5,929,435 | 2.19% |
| Peloton Wealth Strategists | 212,400 | $4,652 | 2.14% |
| Platte River Wealth Advisors, LLC | 261,117 | $5,718,462 | 2.09% |
| Klingman & Associates, LLC | 1,128,664 | $24,717,736 | 2.00% |
| SUMMITRY LLC | 1,374,434 | $30,100,103 | 1.98% |
| Seneca House Advisors | 166,385 | $3,637,176 | 1.89% |