Peloton Wealth Strategists - ISHARES TR ownership

ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 96 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Peloton Wealth Strategists ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,759
+4.7%
246,790
+5.4%
2.66%
+9.2%
Q2 2023$5,498
+1.8%
234,245
+2.9%
2.43%
-1.4%
Q1 2023$5,402
+7.8%
227,625
+6.1%
2.47%
+2.3%
Q4 2022$5,010
-99.9%
214,550
-0.5%
2.41%
-6.9%
Q3 2022$4,979,000
-2.1%
215,550
+0.9%
2.59%
+4.5%
Q2 2022$5,084,000
-8.6%
213,700
-5.3%
2.48%
+6.7%
Q1 2022$5,564,000
+3.5%
225,700
+9.5%
2.32%
+7.8%
Q4 2021$5,376,000
-0.2%
206,200
+1.5%
2.16%
-2.3%
Q3 2021$5,385,000
+9.3%
203,200
+9.7%
2.20%
+8.4%
Q2 2021$4,928,000
+24.9%
185,200
+23.7%
2.03%
+9.8%
Q1 2021$3,946,000
+37.1%
149,700
+41.0%
1.85%
+29.9%
Q4 2020$2,878,000
+56.7%
106,200
+55.0%
1.43%
+38.6%
Q3 2020$1,837,000
+48.0%
68,500
+47.3%
1.03%
+31.6%
Q2 2020$1,241,000
+42.3%
46,500
+31.0%
0.78%
+10.1%
Q1 2020$872,000
+0.3%
35,500
+4.4%
0.71%
+34.7%
Q4 2019$869,000
-46.3%
34,000
-46.6%
0.53%
-49.0%
Q3 2019$1,617,000
+360.7%
63,700
+355.0%
1.03%
+340.0%
Q2 2019$351,000
-24.7%
14,000
-25.1%
0.24%
-27.2%
Q1 2019$466,00018,7000.32%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 203,764$5,522,0004.23%
CAPITAL ADVISORS INC/OK 3,025,649$82,000,0002.92%
BRANDYWINE OAK PRIVATE WEALTH LLC 540,662$14,652,0002.23%
Signature Wealth Management Group 120,309$3,261,0002.06%
Gateway Advisory, LLC 286,959$7,777,0001.69%
SIGMA INVESTMENT COUNSELORS INC 698,661$18,935,0001.63%
Peloton Wealth Strategists 106,200$2,878,0001.43%
Praetorian Wealth Management, Inc. 103,858$2,814,0001.08%
Capital Investment Advisors, LLC 563,066$15,260,0000.64%
WRAPMANAGER INC 76,735$2,080,0000.61%
View complete list of ISHARES TR shareholders