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 | $6,109 | +7.3% | 254,221 | +9.3% | 0.02% | +15.0% |
Q2 2023 | $5,696 | -1.2% | 232,497 | +0.5% | 0.02% | -16.7% |
Q1 2023 | $5,767 | +21.5% | 231,250 | +18.3% | 0.02% | +33.3% |
Q4 2022 | $4,748 | -99.9% | 195,490 | +29.9% | 0.02% | +20.0% |
Q3 2022 | $3,579,000 | +10.6% | 150,461 | +14.9% | 0.02% | 0.0% |
Q2 2022 | $3,237,000 | +13.1% | 130,951 | +20.5% | 0.02% | +25.0% |
Q1 2022 | $2,862,000 | +537.4% | 108,655 | +585.3% | 0.01% | +500.0% |
Q4 2021 | $449,000 | +94.4% | 15,856 | +96.8% | 0.00% | +100.0% |
Q3 2021 | $231,000 | -1.7% | 8,058 | -0.8% | 0.00% | 0.0% |
Q2 2021 | $235,000 | -88.9% | 8,122 | -88.6% | 0.00% | -90.0% |
Q4 2020 | $2,111,000 | +0.0% | 71,429 | -1.5% | 0.01% | -16.7% |
Q3 2020 | $2,110,000 | +1.2% | 72,544 | +0.3% | 0.01% | -7.7% |
Q2 2020 | $2,086,000 | +348.6% | 72,313 | +308.5% | 0.01% | +225.0% |
Q1 2020 | $465,000 | +57.1% | 17,703 | +65.8% | 0.00% | +100.0% |
Q4 2019 | $296,000 | +29.8% | 10,676 | +30.1% | 0.00% | 0.0% |
Q3 2019 | $228,000 | – | 8,208 | – | 0.00% | – |
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% |