ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,441 | +8.4% | 226,425 | +10.5% | 2.51% | +13.0% |
| Q2 2023 | $5,021 | +6.3% | 204,925 | +8.2% | 2.22% | +2.9% |
| Q1 2023 | $4,724 | +17.9% | 189,425 | +14.8% | 2.16% | +11.9% |
| Q4 2022 | $4,008 | -99.9% | 165,000 | +7.1% | 1.93% | +1.2% |
| Q3 2022 | $3,664,000 | -8.8% | 154,000 | -4.3% | 1.91% | -2.7% |
| Q2 2022 | $4,019,000 | -6.4% | 161,000 | -1.2% | 1.96% | +9.3% |
| Q1 2022 | $4,293,000 | -1.8% | 163,000 | +5.5% | 1.79% | +2.3% |
| Q4 2021 | $4,372,000 | -1.2% | 154,500 | 0.0% | 1.75% | -3.3% |
| Q3 2021 | $4,426,000 | +13.9% | 154,500 | +14.9% | 1.81% | +13.0% |
| Q2 2021 | $3,887,000 | +66.4% | 134,500 | +63.0% | 1.60% | +46.2% |
| Q1 2021 | $2,336,000 | +29.6% | 82,500 | +35.2% | 1.10% | +22.8% |
| Q4 2020 | $1,803,000 | +29.2% | 61,000 | +27.1% | 0.89% | +14.2% |
| Q3 2020 | $1,396,000 | +86.1% | 48,000 | +84.6% | 0.78% | +65.7% |
| Q2 2020 | $750,000 | +78.6% | 26,000 | +62.5% | 0.47% | +38.0% |
| Q1 2020 | $420,000 | +26.1% | 16,000 | +33.3% | 0.34% | +60.6% |
| Q3 2019 | $333,000 | – | 12,000 | – | 0.21% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 338,563 | $8,294,798 | 5.61% |
| PFG Private Wealth Management, LLC | 317,810 | $7,786,334 | 4.60% |
| Gateway Advisory, LLC | 699,504 | $17,137,851 | 3.63% |
| Keeler Thomas Management LLC | 236,682 | $5,804,073 | 2.34% |
| 4Thought Financial Group Inc. | 116,867 | $2,863,250 | 2.28% |
| Peloton Wealth Strategists | 204,925 | $5,021 | 2.22% |
| Signature Wealth Management Group | 193,559 | $4,742,203 | 2.21% |
| Aptus Capital Advisors, LLC | 3,644,592 | $89,292,504 | 2.14% |
| Platte River Wealth Advisors, LLC | 241,985 | $5,928,633 | 2.08% |
| Klingman & Associates, LLC | 1,013,122 | $24,821,495 | 2.00% |