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 | $5,114,521 | -0.5% | 212,839 | +1.5% | 0.28% | +3.6% |
| Q2 2023 | $5,138,753 | +8.2% | 209,745 | +10.1% | 0.27% | +1.5% |
| Q1 2023 | $4,751,070 | +7.2% | 190,500 | +4.4% | 0.27% | +2.7% |
| Q4 2022 | $4,431,905 | -2.5% | 182,458 | -4.5% | 0.26% | -8.7% |
| Q3 2022 | $4,545,000 | -9.3% | 191,028 | -4.8% | 0.29% | -4.3% |
| Q2 2022 | $5,009,000 | -8.4% | 200,683 | -3.3% | 0.30% | +8.3% |
| Q1 2022 | $5,468,000 | -2.7% | 207,595 | +4.5% | 0.28% | +3.7% |
| Q4 2021 | $5,620,000 | +7.1% | 198,635 | +8.4% | 0.27% | -3.6% |
| Q3 2021 | $5,248,000 | +9.2% | 183,165 | +10.1% | 0.28% | +9.0% |
| Q2 2021 | $4,808,000 | +14.9% | 166,370 | +12.5% | 0.26% | +5.8% |
| Q1 2021 | $4,186,000 | -1.7% | 147,825 | +2.5% | 0.24% | -6.9% |
| Q4 2020 | $4,260,000 | +23.2% | 144,175 | +21.2% | 0.26% | +9.7% |
| Q3 2020 | $3,459,000 | +48.1% | 118,915 | +46.8% | 0.24% | +36.4% |
| Q2 2020 | $2,336,000 | +42.4% | 80,995 | +29.6% | 0.17% | +16.9% |
| Q1 2020 | $1,640,000 | +104.0% | 62,490 | +115.7% | 0.15% | +155.2% |
| Q4 2019 | $804,000 | +44.1% | 28,970 | +44.0% | 0.06% | +31.8% |
| Q3 2019 | $558,000 | +70.1% | 20,125 | +66.8% | 0.04% | +69.2% |
| Q2 2019 | $328,000 | +200.9% | 12,065 | +190.0% | 0.03% | +188.9% |
| Q1 2019 | $109,000 | – | 4,160 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4Thought Financial Group Inc. | 121,708 | $3,038,000 | 2.85% |
| PFG Private Wealth Management, LLC | 196,142 | $4,896,000 | 2.75% |
| Aptus Capital Advisors, LLC | 3,823,959 | $95,446,000 | 2.48% |
| Legacy CG, LLC | 123,491 | $3,082,000 | 2.12% |
| Peloton Wealth Strategists | 161,000 | $4,019,000 | 1.96% |
| Signature Wealth Management Group | 146,735 | $3,663,000 | 1.78% |
| Matthew Goff Investment Advisor, LLC | 263,456 | $6,576,000 | 1.77% |
| SIGMA INVESTMENT COUNSELORS INC | 807,617 | $20,158,000 | 1.64% |
| CAPITAL ADVISORS INC/OK | 1,664,198 | $41,538,000 | 1.25% |
| Bradley & Co. Private Wealth Management, LLC | 44,247 | $1,105,000 | 1.22% |