ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 65 filers reported holding ISHARES TR in Q3 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 ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 120,844 | $3,183,000 | 2.82% |
| PFG Private Wealth Management, LLC | 182,410 | $4,805,000 | 2.47% |
| Legacy CG, LLC | 120,746 | $3,180,000 | 2.07% |
| Peloton Wealth Strategists | 163,000 | $4,293,000 | 1.79% |
| Matthew Goff Investment Advisor, LLC | 265,620 | $6,996,000 | 1.64% |
| SIGMA INVESTMENT COUNSELORS INC | 784,781 | $20,671,000 | 1.48% |
| Signature Wealth Management Group | 108,488 | $2,858,000 | 1.29% |
| Bradley & Co. Private Wealth Management, LLC | 39,888 | $1,051,000 | 0.90% |
| Praetorian Wealth Management, Inc. | 85,563 | $2,253,000 | 0.77% |
| Guidance Point Advisors, LLC | 48,387 | $1,872,000 | 0.71% |