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 | $4,279,233 | -3.3% | 178,079 | -1.4% | 1.03% | -0.9% |
| Q2 2023 | $4,426,018 | -1.9% | 180,654 | -0.1% | 1.04% | -7.1% |
| Q1 2023 | $4,510,992 | +1.9% | 180,874 | -0.7% | 1.12% | -3.0% |
| Q4 2022 | $4,426,419 | -28.0% | 182,232 | -29.5% | 1.15% | -34.4% |
| Q3 2022 | $6,150,000 | -6.5% | 258,529 | -1.9% | 1.76% | -0.7% |
| Q2 2022 | $6,576,000 | -6.0% | 263,456 | -0.8% | 1.77% | +7.9% |
| Q1 2022 | $6,996,000 | -4.3% | 265,620 | +2.8% | 1.64% | -1.9% |
| Q4 2021 | $7,308,000 | +15.1% | 258,267 | +16.5% | 1.67% | +7.5% |
| Q3 2021 | $6,350,000 | – | 221,656 | – | 1.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 119,678 | $3,386,000 | 2.74% |
| PFG Private Wealth Management, LLC | 171,370 | $4,849,000 | 2.50% |
| Legacy CG, LLC | 125,274 | $3,545,000 | 2.13% |
| Peloton Wealth Strategists | 154,500 | $4,372,000 | 1.75% |
| Matthew Goff Investment Advisor, LLC | 258,267 | $7,308,000 | 1.67% |
| SIGMA INVESTMENT COUNSELORS INC | 697,104 | $19,724,000 | 1.38% |
| Signature Wealth Management Group | 92,423 | $2,615,000 | 1.32% |
| Bradley & Co. Private Wealth Management, LLC | 57,619 | $1,630,000 | 1.31% |
| Praetorian Wealth Management, Inc. | 74,096 | $2,096,000 | 0.68% |
| Capital Investment Advisors, LLC | 694,706 | $19,657,000 | 0.60% |