ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 83 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $280,551 | -1.8% | 11,675 | +0.2% | 0.01% | 0.0% |
| Q2 2023 | $285,597 | -3.4% | 11,657 | -1.7% | 0.01% | -11.1% |
| Q1 2023 | $295,714 | -20.0% | 11,857 | -22.1% | 0.01% | -35.7% |
| Q4 2022 | $369,718 | +28.8% | 15,221 | +26.0% | 0.01% | -60.0% |
| Q3 2022 | $287,000 | -4.7% | 12,084 | +0.2% | 0.04% | +169.2% |
| Q2 2022 | $301,000 | -16.4% | 12,057 | -11.7% | 0.01% | 0.0% |
| Q1 2022 | $360,000 | -7.7% | 13,659 | -0.8% | 0.01% | -7.1% |
| Q4 2021 | $390,000 | -46.4% | 13,772 | -45.8% | 0.01% | -51.7% |
| Q3 2021 | $728,000 | -8.2% | 25,406 | -7.4% | 0.03% | -12.1% |
| Q2 2021 | $793,000 | +2.7% | 27,431 | +0.6% | 0.03% | -8.3% |
| Q1 2021 | $772,000 | -14.8% | 27,256 | -11.1% | 0.04% | -18.2% |
| Q4 2020 | $906,000 | +1.6% | 30,665 | 0.0% | 0.04% | -12.0% |
| Q3 2020 | $892,000 | +136.0% | 30,665 | +133.8% | 0.05% | +117.4% |
| Q2 2020 | $378,000 | – | 13,116 | – | 0.02% | – |
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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% |