ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 102 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $12,470 | +2.7% | 500 | 0.0% | 0.00% | – |
| Q4 2022 | $12,145 | +1.2% | 500 | 0.0% | 0.00% | – |
| Q3 2022 | $12,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q2 2022 | $12,000 | -7.7% | 500 | 0.0% | 0.00% | – |
| Q1 2022 | $13,000 | -7.1% | 500 | 0.0% | 0.00% | – |
| Q4 2021 | $14,000 | -51.7% | 500 | -50.0% | 0.00% | – |
| Q3 2021 | $29,000 | 0.0% | 1,000 | 0.0% | 0.00% | – |
| Q2 2021 | $29,000 | +3.6% | 1,000 | 0.0% | 0.00% | – |
| Q1 2021 | $28,000 | -6.7% | 1,000 | 0.0% | 0.00% | – |
| Q4 2020 | $30,000 | – | 1,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 120,844 | $3,183,000 | 2.82% |
| PFG Private Wealth Management, LLC | 182,410 | $4,805,000 | 2.47% |
| Legacy CG, LLC | 120,746 | $3,180,000 | 2.07% |
| Peloton Wealth Strategists | 163,000 | $4,293,000 | 1.79% |
| Matthew Goff Investment Advisor, LLC | 265,620 | $6,996,000 | 1.64% |
| SIGMA INVESTMENT COUNSELORS INC | 784,781 | $20,671,000 | 1.48% |
| Signature Wealth Management Group | 108,488 | $2,858,000 | 1.29% |
| Bradley & Co. Private Wealth Management, LLC | 39,888 | $1,051,000 | 0.90% |
| Praetorian Wealth Management, Inc. | 85,563 | $2,253,000 | 0.77% |
| Guidance Point Advisors, LLC | 48,387 | $1,872,000 | 0.71% |