ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 55 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 | $26,005,363 | +10.1% | 1,187,459 | +12.9% | 0.00% | +50.0% |
| Q2 2023 | $23,622,229 | +54.7% | 1,052,215 | +57.6% | 0.00% | 0.0% |
| Q1 2023 | $15,273,407 | +25.7% | 667,544 | +21.8% | 0.00% | +100.0% |
| Q4 2022 | $12,153,616 | +477.4% | 548,201 | +467.4% | 0.00% | – |
| Q3 2022 | $2,105,000 | +9.4% | 96,624 | +14.7% | 0.00% | – |
| Q2 2022 | $1,924,000 | +30.4% | 84,224 | +40.0% | 0.00% | – |
| Q1 2022 | $1,475,000 | -73.6% | 60,161 | -71.6% | 0.00% | -100.0% |
| Q4 2021 | $5,581,000 | +15.0% | 212,005 | +16.3% | 0.00% | 0.0% |
| Q3 2021 | $4,852,000 | +9.4% | 182,311 | +10.2% | 0.00% | 0.0% |
| Q2 2021 | $4,436,000 | +213.1% | 165,387 | +205.0% | 0.00% | – |
| Q1 2021 | $1,417,000 | +1671.2% | 54,217 | +1764.4% | 0.00% | – |
| Q4 2020 | $80,000 | – | 2,908 | +15205.3% | 0.00% | – |
| Q1 2020 | $0 | – | 19 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 312,271 | $6,923 | 4.30% |
| 4Thought Financial Group Inc. | 132,108 | $2,929,000 | 2.64% |
| Signature Wealth Management Group | 184,472 | $4,089,737 | 2.00% |
| Klingman & Associates, LLC | 1,021,610 | $22,649,102 | 1.99% |
| Seneca House Advisors | 146,538 | $3,248,748 | 1.80% |
| Aptus Capital Advisors, LLC | 2,464,372 | $54,635,127 | 1.68% |
| Guidance Point Advisors, LLC | 155,452 | $3,446,363 | 1.46% |
| Peloton Wealth Strategists | 124,700 | $2,765 | 1.33% |
| SIGMA INVESTMENT COUNSELORS INC | 660,351 | $14,639,972 | 1.20% |
| Matthew Goff Investment Advisor, LLC | 206,849 | $4,585,839 | 1.20% |