ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 81 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,120,021 | +4.8% | 337,912 | +6.8% | 0.01% | +7.7% |
| Q2 2023 | $7,750,616 | +4.6% | 316,352 | +6.5% | 0.01% | 0.0% |
| Q1 2023 | $7,407,530 | +245.4% | 297,014 | +236.4% | 0.01% | +225.0% |
| Q4 2022 | $2,144,574 | +2.4% | 88,290 | +0.3% | 0.00% | 0.0% |
| Q3 2022 | $2,094,000 | +24.1% | 88,030 | +30.2% | 0.00% | +33.3% |
| Q2 2022 | $1,688,000 | +91.8% | 67,614 | +102.4% | 0.00% | +200.0% |
| Q1 2022 | $880,000 | -21.3% | 33,411 | -15.5% | 0.00% | -50.0% |
| Q4 2021 | $1,118,000 | -35.8% | 39,526 | -35.0% | 0.00% | -33.3% |
| Q3 2021 | $1,742,000 | -0.9% | 60,814 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,758,000 | +0.3% | 60,814 | -1.8% | 0.00% | 0.0% |
| Q1 2021 | $1,753,000 | -2.9% | 61,902 | +1.3% | 0.00% | 0.0% |
| Q4 2020 | $1,806,000 | +304.9% | 61,128 | +298.9% | 0.00% | +200.0% |
| Q3 2020 | $446,000 | +71.5% | 15,324 | +70.1% | 0.00% | 0.0% |
| Q2 2020 | $260,000 | – | 9,009 | – | 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% |