ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 98 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 | ||||
---|---|---|---|---|---|---|
Q1 2024 | $927,131 | -1.1% | 40,628 | 0.0% | 0.11% | -18.6% |
Q4 2023 | $937,288 | +10.2% | 40,628 | +4.6% | 0.14% | -4.1% |
Q3 2023 | $850,333 | -4.3% | 38,828 | 0.0% | 0.15% | -21.9% |
Q1 2023 | $888,385 | +5.0% | 38,828 | 0.0% | 0.19% | -0.5% |
Q3 2022 | $846,000 | -4.6% | 38,828 | 0.0% | 0.19% | -1.1% |
Q2 2022 | $887,000 | +144.4% | 38,828 | +181.4% | 0.19% | +258.5% |
Q4 2021 | $363,000 | -1.1% | 13,800 | 0.0% | 0.05% | -3.6% |
Q3 2021 | $367,000 | -5.7% | 13,800 | -4.8% | 0.06% | -6.8% |
Q2 2021 | $389,000 | +2.6% | 14,500 | 0.0% | 0.06% | -13.2% |
Q1 2021 | $379,000 | -43.3% | 14,500 | -40.3% | 0.07% | -43.8% |
Q4 2020 | $668,000 | +1.7% | 24,300 | 0.0% | 0.12% | -15.4% |
Q3 2020 | $657,000 | +1.1% | 24,300 | 0.0% | 0.14% | -7.1% |
Q2 2020 | $650,000 | +10.9% | 24,300 | 0.0% | 0.15% | +11.6% |
Q1 2020 | $586,000 | -5.6% | 24,300 | 0.0% | 0.14% | +38.0% |
Q4 2019 | $621,000 | – | 24,300 | – | 0.10% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Envision Financial Planning, LLC | 457,091 | $10,362,259 | 7.92% |
Seven Springs Wealth Group, LLC | 631,784 | $14,322,548 | 5.60% |
PFG Private Wealth Management, LLC | 292,327 | $6,627,057 | 4.02% |
Gateway Advisory, LLC | 907,556 | $20,574,304 | 3.49% |
LFA - Lugano Financial Advisors SA | 154,098 | $3,493,402 | 2.66% |
Peloton Wealth Strategists | 265,000 | $6,008 | 2.47% |
Houlihan Financial Resource Group, Ltd. | 157,219 | $3,564 | 2.43% |
Signature Wealth Management Group | 234,042 | $5,305,731 | 2.32% |
Keeler Thomas Management LLC | 287,878 | $6,530,368 | 2.22% |
4Thought Financial Group Inc. | 156,335 | $3,544,120 | 2.20% |