ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 78 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,910,152 | +14.6% | 117,486 | +15.2% | 0.80% | +14.0% |
| Q1 2024 | $2,539,214 | +5.1% | 101,955 | +5.9% | 0.70% | -0.6% |
| Q4 2023 | $2,414,912 | +12.1% | 96,249 | +7.4% | 0.71% | +2.8% |
| 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 ↓ |
|---|---|---|---|
| Gratus Wealth Advisors, LLC | 1,077,750 | $26,857,519 | 4.63% |
| PFG Private Wealth Management, LLC | 273,371 | $6,771,405 | 4.11% |
| MONUMENTAL FINANCIAL GROUP INC. | 376,543 | $9,326,970 | 4.07% |
| Paradigm, Strategies in Wealth Management, LLC | 238,070 | $5,896,993 | 3.62% |
| Gateway Advisory, LLC | 830,142 | $20,562,640 | 3.49% |
| Michael S. Ryan, Inc. | 185,553 | $4,596,148 | 3.48% |
| Windsor Capital Management, LLC | 421,715 | $10,445,877 | 3.23% |
| WOODMONT INVESTMENT COUNSEL LLC | 1,368,881 | $33,907,189 | 2.77% |
| Houlihan Financial Resource Group, Ltd. | 163,209 | $4,043 | 2.76% |
| Kathmere Capital Management, LLC | 1,047,679 | $25,951,009 | 2.75% |