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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,973,943 | +10.6% | 1,164,126 | +12.7% | 0.01% | +18.2% |
| Q2 2023 | $25,296,957 | +1171.5% | 1,032,529 | +1194.3% | 0.01% | +1000.0% |
| Q1 2023 | $1,989,604 | +15.1% | 79,776 | +12.1% | 0.00% | 0.0% |
| Q4 2022 | $1,728,581 | +9.8% | 71,164 | +7.5% | 0.00% | 0.0% |
| Q3 2022 | $1,574,000 | -3.8% | 66,175 | +0.9% | 0.00% | 0.0% |
| Q2 2022 | $1,637,000 | -14.7% | 65,588 | -10.0% | 0.00% | 0.0% |
| Q1 2022 | $1,920,000 | -20.8% | 72,876 | -14.9% | 0.00% | 0.0% |
| Q4 2021 | $2,424,000 | -6.3% | 85,672 | -5.1% | 0.00% | 0.0% |
| Q3 2021 | $2,586,000 | -4.1% | 90,274 | -3.3% | 0.00% | -50.0% |
| Q2 2021 | $2,697,000 | -1.2% | 93,316 | -3.2% | 0.00% | 0.0% |
| Q1 2021 | $2,731,000 | -4.1% | 96,419 | +0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,849,000 | +3.6% | 96,414 | +2.0% | 0.00% | 0.0% |
| Q3 2020 | $2,750,000 | -7.3% | 94,544 | -8.1% | 0.00% | -33.3% |
| Q2 2020 | $2,966,000 | +10.9% | 102,842 | +0.9% | 0.00% | 0.0% |
| Q1 2020 | $2,675,000 | -12.6% | 101,956 | -7.5% | 0.00% | 0.0% |
| Q4 2019 | $3,060,000 | +0.4% | 110,281 | +0.4% | 0.00% | 0.0% |
| Q3 2019 | $3,049,000 | -6.0% | 109,866 | -8.1% | 0.00% | -25.0% |
| Q2 2019 | $3,245,000 | +10.8% | 119,516 | +6.6% | 0.00% | 0.0% |
| Q1 2019 | $2,930,000 | -0.7% | 112,093 | -5.2% | 0.00% | -20.0% |
| Q4 2018 | $2,951,000 | – | 118,293 | – | 0.01% | – |
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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% |