ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 119 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $783,446 | +4.4% | 32,603 | +6.4% | 0.06% | -3.0% |
| Q2 2023 | $750,375 | +26.9% | 30,628 | +29.1% | 0.07% | +24.1% |
| Q1 2023 | $591,466 | +14.6% | 23,716 | +11.6% | 0.05% | +12.5% |
| Q4 2022 | $516,284 | +25.9% | 21,255 | +23.2% | 0.05% | +17.1% |
| Q3 2022 | $410,000 | +54.7% | 17,250 | +62.5% | 0.04% | +64.0% |
| Q2 2022 | $265,000 | – | 10,618 | – | 0.02% | – |
Download | ||||||
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% |