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 | $1,563 | -29.2% | 65,024 | -27.9% | 0.01% | -30.0% |
| Q2 2023 | $2,209 | +11.5% | 90,175 | +13.5% | 0.01% | 0.0% |
| Q1 2023 | $1,981 | +86.9% | 79,415 | +81.9% | 0.01% | +100.0% |
| Q4 2022 | $1,060 | -99.9% | 43,652 | +43.5% | 0.01% | +25.0% |
| Q3 2022 | $724,000 | +66.4% | 30,416 | +101.9% | 0.00% | +100.0% |
| Q2 2021 | $435,000 | +1.2% | 15,062 | -0.7% | 0.00% | 0.0% |
| Q1 2021 | $430,000 | +16.2% | 15,169 | +21.3% | 0.00% | 0.0% |
| Q4 2020 | $370,000 | +18.2% | 12,506 | +16.3% | 0.00% | 0.0% |
| Q3 2020 | $313,000 | -5.4% | 10,750 | -6.5% | 0.00% | 0.0% |
| Q2 2020 | $331,000 | +5.1% | 11,493 | -4.3% | 0.00% | -33.3% |
| Q1 2020 | $315,000 | +31.8% | 12,007 | +39.6% | 0.00% | +50.0% |
| Q4 2019 | $239,000 | +17.7% | 8,602 | +17.7% | 0.00% | 0.0% |
| Q3 2019 | $203,000 | – | 7,309 | – | 0.00% | – |
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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% |