ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 44 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,436,654 | +68.5% | 65,601 | +72.7% | 0.00% | 0.0% |
| Q2 2023 | $852,537 | +2.2% | 37,975 | +4.2% | 0.00% | 0.0% |
| Q1 2023 | $833,949 | +4.2% | 36,449 | +1.0% | 0.00% | 0.0% |
| Q4 2022 | $800,390 | +1.4% | 36,102 | -0.3% | 0.00% | 0.0% |
| Q3 2022 | $789,000 | -4.2% | 36,198 | +0.4% | 0.00% | 0.0% |
| Q2 2022 | $824,000 | +5.1% | 36,068 | +12.8% | 0.00% | 0.0% |
| Q1 2022 | $784,000 | -5.4% | 31,982 | +1.5% | 0.00% | 0.0% |
| Q4 2021 | $829,000 | +7.2% | 31,499 | +8.5% | 0.00% | 0.0% |
| Q3 2021 | $773,000 | +0.5% | 29,032 | +1.2% | 0.00% | 0.0% |
| Q2 2021 | $769,000 | +2.7% | 28,675 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $749,000 | -4.9% | 28,675 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $788,000 | – | 28,675 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Envision Financial Planning, LLC | 397,055 | $8,695,504 | 8.61% |
| PFG Private Wealth Management, LLC | 249,055 | $5,454,309 | 4.06% |
| Gateway Advisory, LLC | 773,587 | $16,941,556 | 3.46% |
| 4Thought Financial Group Inc. | 127,805 | $2,798,920 | 2.25% |
| Keeler Thomas Management LLC | 264,463 | $5,929,435 | 2.19% |
| Peloton Wealth Strategists | 212,400 | $4,652 | 2.14% |
| Platte River Wealth Advisors, LLC | 261,117 | $5,718,462 | 2.09% |
| Klingman & Associates, LLC | 1,128,664 | $24,717,736 | 2.00% |
| SUMMITRY LLC | 1,374,434 | $30,100,103 | 1.98% |
| Seneca House Advisors | 166,385 | $3,637,176 | 1.89% |