ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 68 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,498,290 | -2.8% | 205,401 | -0.4% | 1.08% | -0.3% |
| Q2 2023 | $4,627,593 | -1.6% | 206,129 | +0.2% | 1.09% | -6.9% |
| Q1 2023 | $4,704,674 | +2.6% | 205,624 | -0.6% | 1.17% | -2.3% |
| Q4 2022 | $4,585,839 | -20.9% | 206,849 | -22.2% | 1.20% | -27.8% |
| Q3 2022 | $5,795,000 | -5.3% | 265,960 | -0.7% | 1.66% | +0.5% |
| Q2 2022 | $6,120,000 | -7.6% | 267,838 | -0.8% | 1.65% | +6.1% |
| Q1 2022 | $6,620,000 | -6.2% | 270,098 | +0.7% | 1.55% | -4.0% |
| Q4 2021 | $7,061,000 | +18.8% | 268,222 | +20.1% | 1.62% | +11.0% |
| Q3 2021 | $5,946,000 | – | 223,392 | – | 1.46% | – |
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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% |