ISHARES TR's ticker is IBDV and the CUSIP is 46436E726. A total of 20 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,691,253 | +8.3% | 220,661 | +9.0% | 0.21% | +5.1% |
| Q1 2024 | $4,332,066 | +8.3% | 202,433 | +9.6% | 0.20% | -1.0% |
| Q4 2023 | $3,998,704 | +17.8% | 184,783 | +10.9% | 0.20% | +5.3% |
| Q3 2023 | $3,395,247 | +7.1% | 166,597 | +11.4% | 0.19% | +11.8% |
| Q2 2023 | $3,171,202 | +25.2% | 149,585 | +27.2% | 0.17% | +17.4% |
| Q1 2023 | $2,532,682 | +16.5% | 117,635 | +12.6% | 0.14% | +11.6% |
| Q4 2022 | $2,173,392 | +8.8% | 104,490 | +6.0% | 0.13% | +1.6% |
| Q3 2022 | $1,997,000 | -8.9% | 98,580 | -3.8% | 0.13% | -3.8% |
| Q2 2022 | $2,192,000 | -17.0% | 102,450 | -10.1% | 0.13% | -1.5% |
| Q1 2022 | $2,641,000 | +23.9% | 113,980 | +34.1% | 0.13% | +31.4% |
| Q4 2021 | $2,132,000 | +120.0% | 84,980 | +121.9% | 0.10% | +100.0% |
| Q3 2021 | $969,000 | +135.8% | 38,295 | +137.4% | 0.05% | +131.8% |
| Q2 2021 | $411,000 | -27.6% | 16,130 | -29.7% | 0.02% | -33.3% |
| Q1 2021 | $568,000 | +213.8% | 22,940 | +233.2% | 0.03% | +200.0% |
| Q4 2020 | $181,000 | – | 6,885 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 1,346,197 | $29,131,708 | 5.59% |
| PFG Private Wealth Management, LLC | 339,176 | $7,339,763 | 4.94% |
| 4Thought Financial Group Inc. | 168,275 | $3,641,468 | 2.63% |
| Buffington Mohr McNeal | 527,160 | $11,407,746 | 2.29% |
| Keeler Thomas Management LLC | 267,287 | $5,784,098 | 2.28% |
| Signature Wealth Management Group | 201,814 | $4,367,262 | 2.02% |
| Guidance Point Advisors, LLC | 252,010 | $5,453,621 | 2.02% |
| Platte River Wealth Advisors, LLC | 262,029 | $5,670,308 | 1.88% |
| SUMMITRY LLC | 1,472,466 | $31,864,157 | 1.85% |
| INSTRUMENTAL WEALTH, LLC | 77,252 | $1,653,195 | 1.79% |