ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 37 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $706,381 | -3.4% | 32,255 | -1.0% | 0.00% | 0.0% |
| Q2 2023 | $731,574 | -0.8% | 32,587 | +1.1% | 0.00% | 0.0% |
| Q1 2023 | $737,830 | +4.1% | 32,248 | +0.8% | 0.00% | -25.0% |
| Q4 2022 | $708,931 | -14.8% | 31,977 | -16.2% | 0.00% | -20.0% |
| Q3 2022 | $832,000 | -5.5% | 38,173 | -0.9% | 0.01% | -16.7% |
| Q2 2022 | $880,000 | +63.0% | 38,523 | +74.8% | 0.01% | +100.0% |
| Q1 2022 | $540,000 | +1.9% | 22,037 | +9.5% | 0.00% | -25.0% |
| Q4 2021 | $530,000 | -6.0% | 20,121 | -5.0% | 0.00% | -20.0% |
| Q3 2021 | $564,000 | +1051.0% | 21,188 | +1053.4% | 0.01% | – |
| Q2 2021 | $49,000 | +2.1% | 1,837 | 0.0% | 0.00% | -100.0% |
| Q1 2021 | $48,000 | -4.0% | 1,837 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $50,000 | 0.0% | 1,837 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $50,000 | – | 1,837 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 296,600 | $6,463,000 | 4.24% |
| 4Thought Financial Group Inc. | 129,881 | $2,830,000 | 2.78% |
| Signature Wealth Management Group | 173,642 | $3,784,000 | 1.92% |
| Matthew Goff Investment Advisor, LLC | 265,960 | $5,795,000 | 1.66% |
| Aptus Capital Advisors, LLC | 2,939,488 | $64,051,000 | 1.54% |
| Klingman & Associates, LLC | 688,658 | $15,006,000 | 1.47% |
| Guidance Point Advisors, LLC | 135,124 | $2,957,000 | 1.35% |
| Seneca House Advisors | 77,298 | $1,684,000 | 1.25% |
| SIGMA INVESTMENT COUNSELORS INC | 640,531 | $13,957,000 | 1.19% |
| H. L. Ormond & Company, LLC | 32,432 | $707,000 | 1.13% |