ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 44 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,207,040 | +242.5% | 55,116 | +251.1% | 0.00% | – |
Q2 2023 | $352,443 | -75.3% | 15,699 | -76.0% | 0.00% | – |
Q3 2022 | $1,428,000 | -15.8% | 65,518 | +2.8% | 0.00% | – |
Q3 2021 | $1,696,000 | +112.3% | 63,709 | +119.1% | 0.00% | – |
Q4 2020 | $799,000 | +25.4% | 29,079 | +10.1% | 0.00% | – |
Q1 2020 | $637,000 | – | 26,404 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
PFG Private Wealth Management, LLC | 312,271 | $6,923 | 4.30% |
4Thought Financial Group Inc. | 132,108 | $2,929,000 | 2.64% |
Signature Wealth Management Group | 184,472 | $4,089,737 | 2.00% |
Klingman & Associates, LLC | 1,021,610 | $22,649,102 | 1.99% |
Seneca House Advisors | 146,538 | $3,248,748 | 1.80% |
Aptus Capital Advisors, LLC | 2,464,372 | $54,635,127 | 1.68% |
Guidance Point Advisors, LLC | 155,452 | $3,446,363 | 1.46% |
Peloton Wealth Strategists | 124,700 | $2,765 | 1.33% |
SIGMA INVESTMENT COUNSELORS INC | 660,351 | $14,639,972 | 1.20% |
Matthew Goff Investment Advisor, LLC | 206,849 | $4,585,839 | 1.20% |