ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 51 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,579,332 | +5.7% | 107,338 | +7.8% | 0.00% | 0.0% |
| Q2 2023 | $2,440,239 | +5.4% | 99,602 | +7.2% | 0.00% | 0.0% |
| Q1 2023 | $2,316,306 | +5.3% | 92,876 | +2.6% | 0.00% | 0.0% |
| Q4 2022 | $2,198,879 | +4.9% | 90,526 | +2.8% | 0.00% | 0.0% |
| Q3 2022 | $2,096,000 | +0.5% | 88,102 | +5.4% | 0.00% | – |
| Q2 2022 | $2,086,000 | -2.5% | 83,586 | +2.9% | 0.00% | – |
| Q1 2022 | $2,139,000 | +9.4% | 81,225 | +17.6% | 0.00% | – |
| Q4 2021 | $1,955,000 | +4.7% | 69,079 | +6.0% | 0.00% | – |
| Q3 2021 | $1,867,000 | -0.3% | 65,152 | +0.6% | 0.00% | – |
| Q2 2021 | $1,872,000 | +10.1% | 64,760 | +7.9% | 0.00% | – |
| Q1 2021 | $1,701,000 | +8.1% | 60,046 | +12.8% | 0.00% | – |
| Q4 2020 | $1,573,000 | +4.9% | 53,229 | +3.2% | 0.00% | – |
| Q3 2020 | $1,500,000 | +15.7% | 51,572 | +14.8% | 0.00% | – |
| Q2 2020 | $1,296,000 | +21.0% | 44,939 | +10.1% | 0.00% | – |
| Q1 2020 | $1,071,000 | -55.2% | 40,809 | -52.7% | 0.00% | -100.0% |
| Q4 2019 | $2,393,000 | +14.8% | 86,231 | +14.8% | 0.00% | 0.0% |
| Q3 2019 | $2,085,000 | +280.5% | 75,134 | +272.0% | 0.00% | – |
| Q2 2019 | $548,000 | +113.2% | 20,195 | +105.5% | 0.00% | – |
| Q1 2019 | $257,000 | – | 9,826 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 338,563 | $8,294,798 | 5.61% |
| PFG Private Wealth Management, LLC | 317,810 | $7,786,334 | 4.60% |
| Gateway Advisory, LLC | 699,504 | $17,137,851 | 3.63% |
| Keeler Thomas Management LLC | 236,682 | $5,804,073 | 2.34% |
| 4Thought Financial Group Inc. | 116,867 | $2,863,250 | 2.28% |
| Peloton Wealth Strategists | 204,925 | $5,021 | 2.22% |
| Signature Wealth Management Group | 193,559 | $4,742,203 | 2.21% |
| Aptus Capital Advisors, LLC | 3,644,592 | $89,292,504 | 2.14% |
| Platte River Wealth Advisors, LLC | 241,985 | $5,928,633 | 2.08% |
| Klingman & Associates, LLC | 1,013,122 | $24,821,495 | 2.00% |