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 | $2,153,976 | +7.7% | 89,636 | +9.8% | 0.69% | +12.4% |
| Q2 2023 | $2,000,817 | -0.3% | 81,666 | +1.5% | 0.61% | -0.5% |
| Q1 2023 | $2,006,248 | +139708.2% | 80,443 | +36.2% | 0.62% | +33.8% |
| Q4 2022 | $1,435 | -99.9% | 59,066 | -18.5% | 0.46% | -20.8% |
| Q3 2022 | $1,725,000 | +2.6% | 72,510 | +7.7% | 0.58% | +10.9% |
| Q2 2022 | $1,681,000 | -6.9% | 67,346 | -1.7% | 0.52% | +8.5% |
| Q1 2022 | $1,805,000 | -6.8% | 68,541 | +0.2% | 0.48% | 0.0% |
| Q4 2021 | $1,936,000 | +2.7% | 68,415 | +4.0% | 0.48% | -1.6% |
| Q3 2021 | $1,885,000 | -3.1% | 65,777 | -2.3% | 0.49% | -1.8% |
| Q2 2021 | $1,945,000 | +0.5% | 67,307 | -1.5% | 0.50% | -6.7% |
| Q1 2021 | $1,936,000 | -3.0% | 68,360 | +1.3% | 0.54% | -7.9% |
| Q4 2020 | $1,995,000 | – | 67,501 | – | 0.58% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 377,377 | $9,068,370 | 5.78% |
| PFG Private Wealth Management, LLC | 265,391 | $6,377,352 | 4.74% |
| Gateway Advisory, LLC | 708,259 | $17,019,461 | 3.47% |
| Peloton Wealth Strategists | 226,425 | $5,441 | 2.51% |
| Keeler Thomas Management LLC | 252,991 | $6,219,921 | 2.30% |
| 4Thought Financial Group Inc. | 117,740 | $2,829,287 | 2.28% |
| Platte River Wealth Advisors, LLC | 242,650 | $5,830,880 | 2.13% |
| Klingman & Associates, LLC | 1,037,442 | $24,929,742 | 2.02% |
| Sound View Wealth Advisors Group, LLC | 614,233 | $14,760,021 | 1.84% |
| Aptus Capital Advisors, LLC | 2,536,519 | $60,952,552 | 1.66% |