ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 83 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,354,392 | +49.3% | 1,845,792 | +52.2% | 0.01% | +66.7% |
| Q2 2023 | $29,707,922 | +43.6% | 1,212,568 | +46.2% | 0.00% | +50.0% |
| Q1 2023 | $20,682,243 | +36.2% | 829,280 | +32.6% | 0.00% | 0.0% |
| Q4 2022 | $15,189,168 | +33.8% | 625,326 | +31.0% | 0.00% | 0.0% |
| Q3 2022 | $11,356,000 | +3.4% | 477,353 | +8.5% | 0.00% | +100.0% |
| Q2 2022 | $10,981,000 | +253.9% | 439,951 | +273.5% | 0.00% | – |
| Q1 2022 | $3,103,000 | -60.3% | 117,795 | -57.4% | 0.00% | -100.0% |
| Q4 2021 | $7,825,000 | +11.4% | 276,564 | +12.8% | 0.00% | 0.0% |
| Q3 2021 | $7,025,000 | +13.8% | 245,199 | +14.8% | 0.00% | 0.0% |
| Q2 2021 | $6,173,000 | +70.7% | 213,590 | +67.3% | 0.00% | 0.0% |
| Q1 2021 | $3,616,000 | +48.0% | 127,695 | +54.5% | 0.00% | – |
| Q4 2020 | $2,443,000 | +11.1% | 82,677 | +9.4% | 0.00% | – |
| Q3 2020 | $2,199,000 | +3.3% | 75,586 | +2.5% | 0.00% | – |
| Q2 2020 | $2,128,000 | +107.4% | 73,776 | +88.7% | 0.00% | – |
| Q1 2020 | $1,026,000 | +56.9% | 39,090 | +65.8% | 0.00% | – |
| Q4 2019 | $654,000 | +34.3% | 23,570 | +34.3% | 0.00% | – |
| Q3 2019 | $487,000 | -80.0% | 17,550 | -80.4% | 0.00% | -100.0% |
| Q2 2019 | $2,431,000 | +1355.7% | 89,509 | +1304.1% | 0.00% | – |
| Q1 2019 | $167,000 | – | 6,375 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 377,377 | $9,068,370 | 5.78% |
| PFG Private Wealth Management, LLC | 265,391 | $6,377,352 | 4.74% |
| Gateway Advisory, LLC | 708,259 | $17,019,461 | 3.47% |
| Peloton Wealth Strategists | 226,425 | $5,441 | 2.51% |
| Keeler Thomas Management LLC | 252,991 | $6,219,921 | 2.30% |
| 4Thought Financial Group Inc. | 117,740 | $2,829,287 | 2.28% |
| Platte River Wealth Advisors, LLC | 242,650 | $5,830,880 | 2.13% |
| Klingman & Associates, LLC | 1,037,442 | $24,929,742 | 2.02% |
| Sound View Wealth Advisors Group, LLC | 614,233 | $14,760,021 | 1.84% |
| Aptus Capital Advisors, LLC | 2,536,519 | $60,952,552 | 1.66% |