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 | $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% | – |
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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% |