ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 73 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,846,156 | +1.2% | 909,120 | +3.1% | 1.65% | +4.0% |
| Q2 2023 | $21,596,262 | +1.0% | 881,480 | +2.8% | 1.59% | -4.5% |
| Q1 2023 | $21,390,181 | +13.3% | 857,666 | +10.3% | 1.66% | +7.0% |
| Q4 2022 | $18,882,739 | +0.0% | 777,387 | -2.0% | 1.55% | -3.5% |
| Q3 2022 | $18,879,000 | -6.3% | 793,566 | -1.7% | 1.61% | -2.0% |
| Q2 2022 | $20,158,000 | -2.5% | 807,617 | +2.9% | 1.64% | +10.8% |
| Q1 2022 | $20,671,000 | +4.8% | 784,781 | +12.6% | 1.48% | +7.5% |
| Q4 2021 | $19,724,000 | +13.0% | 697,104 | +14.4% | 1.38% | +6.7% |
| Q3 2021 | $17,461,000 | +10.8% | 609,465 | +11.7% | 1.29% | +9.4% |
| Q2 2021 | $15,766,000 | +24.6% | 545,530 | +22.1% | 1.18% | +15.1% |
| Q1 2021 | $12,656,000 | +41.7% | 446,893 | +47.9% | 1.03% | +33.6% |
| Q4 2020 | $8,932,000 | – | 302,261 | – | 0.77% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 119,678 | $3,386,000 | 2.74% |
| PFG Private Wealth Management, LLC | 171,370 | $4,849,000 | 2.50% |
| Legacy CG, LLC | 125,274 | $3,545,000 | 2.13% |
| Peloton Wealth Strategists | 154,500 | $4,372,000 | 1.75% |
| Matthew Goff Investment Advisor, LLC | 258,267 | $7,308,000 | 1.67% |
| SIGMA INVESTMENT COUNSELORS INC | 697,104 | $19,724,000 | 1.38% |
| Signature Wealth Management Group | 92,423 | $2,615,000 | 1.32% |
| Bradley & Co. Private Wealth Management, LLC | 57,619 | $1,630,000 | 1.31% |
| Praetorian Wealth Management, Inc. | 74,096 | $2,096,000 | 0.68% |
| Capital Investment Advisors, LLC | 694,706 | $19,657,000 | 0.60% |